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
$68.8B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,760
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.29%
2 Financials 11.91%
3 Healthcare 11.8%
4 Consumer Discretionary 10.58%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$1.3M ﹤0.01%
34,600
+24,297
2052
$1.3M ﹤0.01%
71,490
+53,480
2053
$1.3M ﹤0.01%
35,865
+3,513
2054
$1.3M ﹤0.01%
+62,108
2055
$1.29M ﹤0.01%
55,989
-9,891
2056
$1.29M ﹤0.01%
36,790
+25,954
2057
$1.29M ﹤0.01%
534,264
+133,393
2058
$1.29M ﹤0.01%
17,309
-7,741
2059
$1.29M ﹤0.01%
109,121
+105,582
2060
$1.28M ﹤0.01%
98,790
+38,705
2061
$1.28M ﹤0.01%
65,422
-18,661
2062
$1.28M ﹤0.01%
28,769
+25,412
2063
$1.28M ﹤0.01%
32,848
+17,236
2064
$1.28M ﹤0.01%
154,377
+33,045
2065
$1.28M ﹤0.01%
+69,155
2066
$1.28M ﹤0.01%
29,144
+16,702
2067
$1.28M ﹤0.01%
32,770
+19,686
2068
$1.27M ﹤0.01%
28,590
-3,201
2069
$1.27M ﹤0.01%
23,233
-441
2070
$1.27M ﹤0.01%
36,966
+15,033
2071
$1.26M ﹤0.01%
13,842
+2,744
2072
$1.26M ﹤0.01%
29,439
+21,066
2073
$1.26M ﹤0.01%
19,311
+18,265
2074
$1.26M ﹤0.01%
174,765
-101,622
2075
$1.25M ﹤0.01%
75,128
+32,967