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
1926
$474K ﹤0.01%
4,675
-3,040
1927
$473K ﹤0.01%
6,965
-342
1928
$471K ﹤0.01%
16,306
+9,956
1929
$470K ﹤0.01%
1,595
-2,537
1930
$470K ﹤0.01%
30,665
+7,972
1931
$470K ﹤0.01%
9,239
-17,192
1932
$468K ﹤0.01%
7,067
+3,534
1933
$468K ﹤0.01%
19,802
-22,981
1934
$468K ﹤0.01%
34,216
+16,484
1935
$467K ﹤0.01%
11,557
+6,292
1936
$467K ﹤0.01%
57,150
+47,260
1937
$466K ﹤0.01%
16,831
+8,623
1938
$465K ﹤0.01%
5,485
+832
1939
$464K ﹤0.01%
19,398
+16,662
1940
$463K ﹤0.01%
7,426
-72,163
1941
$461K ﹤0.01%
32,386
-133,338
1942
$460K ﹤0.01%
14,579
-18,568
1943
$460K ﹤0.01%
5,437
-9,692
1944
$459K ﹤0.01%
17,302
+17,296
1945
$459K ﹤0.01%
9,320
+3,480
1946
$458K ﹤0.01%
28,051
-16,383
1947
$458K ﹤0.01%
10,573
-90,042
1948
$457K ﹤0.01%
26,353
+1,365
1949
$456K ﹤0.01%
5,387
+768
1950
$455K ﹤0.01%
6,896
-33,946