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
$55.2B
AUM Growth
+$2.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,682
New
Increased
Reduced
Closed

Top Sells

1 +$672M
2 +$521M
3 +$449M
4
EBAY icon
eBay
EBAY
+$241M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$233M

Sector Composition

1 Healthcare 10.67%
2 Technology 8.66%
3 Energy 7.4%
4 Financials 7.24%
5 Communication Services 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$337K ﹤0.01%
15,332
-34,002
2052
$337K ﹤0.01%
6,130
+4,162
2053
$337K ﹤0.01%
5,100
-161,293
2054
$332K ﹤0.01%
12,302
+3,810
2055
$328K ﹤0.01%
+7,296
2056
$324K ﹤0.01%
53,979
2057
$324K ﹤0.01%
19,040
+18,629
2058
$323K ﹤0.01%
6,858
+4,934
2059
$322K ﹤0.01%
5,286
-968
2060
$322K ﹤0.01%
28,186
+12,464
2061
$319K ﹤0.01%
35,404
+5,548
2062
$319K ﹤0.01%
31,870
+29,430
2063
$319K ﹤0.01%
8,842
+5,843
2064
$318K ﹤0.01%
5,041
+2,191
2065
$318K ﹤0.01%
5,787
-8,189
2066
$317K ﹤0.01%
22,704
+6,848
2067
$317K ﹤0.01%
8,812
+6,935
2068
$316K ﹤0.01%
3,101
+1,573
2069
$315K ﹤0.01%
3,884
-7,381
2070
$315K ﹤0.01%
52,399
+3,090
2071
$312K ﹤0.01%
5,886
-3,260
2072
$312K ﹤0.01%
62,341
+9,455
2073
$312K ﹤0.01%
10,712
+10,651
2074
$310K ﹤0.01%
28,170
+20,324
2075
$308K ﹤0.01%
3,426
+2,326