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
$220B
AUM Growth
+$17.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,725
New
Increased
Reduced
Closed

Top Buys

1 +$3.67B
2 +$1.5B
3 +$1.38B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.27B
5
MA icon
Mastercard
MA
+$1.1B

Sector Composition

1 Technology 28.23%
2 Financials 14.76%
3 Consumer Discretionary 11.75%
4 Healthcare 8.96%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2101
$1.67M ﹤0.01%
124,063
-33,797
2102
$1.67M ﹤0.01%
54,478
-22,243
2103
$1.67M ﹤0.01%
159,027
-60,971
2104
$1.67M ﹤0.01%
266,409
-91,623
2105
$1.67M ﹤0.01%
219,152
-32,199
2106
$1.67M ﹤0.01%
+97,977
2107
$1.66M ﹤0.01%
58,498
-279
2108
$1.66M ﹤0.01%
75,659
-22,625
2109
$1.66M ﹤0.01%
132,035
-26,145
2110
$1.66M ﹤0.01%
120,996
-20,331
2111
$1.66M ﹤0.01%
164,841
-65,900
2112
$1.66M ﹤0.01%
55,915
-12,801
2113
$1.66M ﹤0.01%
31,518
-10,912
2114
$1.66M ﹤0.01%
88,132
+18,802
2115
$1.65M ﹤0.01%
384,656
-112,333
2116
$1.65M ﹤0.01%
21,414
-7,034
2117
$1.65M ﹤0.01%
86,147
-39,039
2118
$1.64M ﹤0.01%
53,297
-3,079
2119
$1.64M ﹤0.01%
150,487
-43,092
2120
$1.63M ﹤0.01%
32,262
-11,197
2121
$1.63M ﹤0.01%
75,567
+31,495
2122
$1.63M ﹤0.01%
61,193
-17,804
2123
$1.63M ﹤0.01%
61,051
-10,300
2124
$1.63M ﹤0.01%
64,206
-22,629
2125
$1.63M ﹤0.01%
74,677
+32,862