Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

Barclays PLC, founded in 1690 by goldsmith bankers in London, is a British multinational financial institution headquartered in London, operating as one of the world’s oldest banks with a significant presence in investment banking, retail banking, and wealth management. Managing billions in assets, Barclays serves millions of customers globally through its retail arm (notably in the UK) and its investment banking division, which excels in trading, mergers and acquisitions, and capital markets, competing with Wall Street giants. The bank has navigated challenges like the 2008 financial crisis—opting for private funding over a government bailout—and has since focused on restructuring, digital innovation, and sustainable finance initiatives. With a rich history and a modern global footprint, Barclays remains a key player in both UK and international financial markets.

This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$42.4B
AUM Growth
+$8.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Sells

1 +$386M
2 +$235M
3 +$210M
4
LLTC
Linear Technology Corp
LLTC
+$175M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$144M

Sector Composition

1 Technology 12.48%
2 Healthcare 11.39%
3 Financials 9.24%
4 Communication Services 8.45%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1901
$505K ﹤0.01%
35,785
+3,543
1902
$505K ﹤0.01%
85,765
-127,466
1903
$500K ﹤0.01%
16,880
-168,336
1904
$500K ﹤0.01%
2,667
-26,586
1905
$499K ﹤0.01%
24,832
-6,029
1906
$499K ﹤0.01%
15,440
-34,506
1907
$496K ﹤0.01%
28,059
+25,153
1908
$494K ﹤0.01%
6,350
-4,125
1909
$494K ﹤0.01%
19,697
+19,688
1910
$494K ﹤0.01%
14,600
+13,684
1911
$492K ﹤0.01%
26,170
-219,780
1912
$492K ﹤0.01%
+28,900
1913
$488K ﹤0.01%
5,299
+1,982
1914
$487K ﹤0.01%
9,773
+4,678
1915
$487K ﹤0.01%
56,068
-4,732
1916
$486K ﹤0.01%
33,764
-7,633
1917
$485K ﹤0.01%
16,814
1918
$484K ﹤0.01%
16,474
+16,400
1919
$482K ﹤0.01%
28,539
+28,044
1920
$480K ﹤0.01%
31,608
+26,639
1921
$479K ﹤0.01%
+9,974
1922
$478K ﹤0.01%
30,013
+8,394
1923
$477K ﹤0.01%
24,877
-513
1924
$476K ﹤0.01%
27,806
-34,824
1925
$475K ﹤0.01%
21,265
-19,885