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
$60.7B
AUM Growth
-$30.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,208
New
Increased
Reduced
Closed

Top Sells

1 +$782M
2 +$705M
3 +$605M
4
LIN icon
Linde
LIN
+$454M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$418M

Sector Composition

1 Technology 17.22%
2 Healthcare 10.49%
3 Financials 9.69%
4 Communication Services 7.9%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$637K ﹤0.01%
57,807
-59,206
1952
$635K ﹤0.01%
41,557
-130,562
1953
$635K ﹤0.01%
29,998
-23,761
1954
$634K ﹤0.01%
56,407
-17,612
1955
$633K ﹤0.01%
74,533
-223,835
1956
$632K ﹤0.01%
106,264
+12,189
1957
$632K ﹤0.01%
54,233
-31,023
1958
$632K ﹤0.01%
18,500
+994
1959
$632K ﹤0.01%
74,247
+47,811
1960
$630K ﹤0.01%
22,697
-130,311
1961
$629K ﹤0.01%
16,420
-12,438
1962
$628K ﹤0.01%
18,432
+7,924
1963
$626K ﹤0.01%
25,826
-21,339
1964
$623K ﹤0.01%
220,721
+105,794
1965
$620K ﹤0.01%
20,008
-14,482
1966
$617K ﹤0.01%
5,680
-706
1967
$616K ﹤0.01%
14,178
-31,927
1968
$615K ﹤0.01%
49,688
-11,894
1969
$614K ﹤0.01%
30,935
-37,342
1970
$612K ﹤0.01%
49,540
-74,324
1971
$611K ﹤0.01%
12,557
-3,517
1972
$611K ﹤0.01%
56,020
+42,735
1973
$610K ﹤0.01%
23,838
-14,549
1974
$610K ﹤0.01%
17,273
-24,206
1975
$610K ﹤0.01%
76,237
-155,510