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
2126
$439K ﹤0.01%
22,452
-41,654
2127
$439K ﹤0.01%
42,100
-39,069
2128
$436K ﹤0.01%
11,351
-11,759
2129
$435K ﹤0.01%
61,603
-27,078
2130
$435K ﹤0.01%
12,090
-9,856
2131
$435K ﹤0.01%
57,645
-257,318
2132
$435K ﹤0.01%
3,632
-2,631
2133
$435K ﹤0.01%
18,972
-11,747
2134
$434K ﹤0.01%
8,873
+336
2135
$433K ﹤0.01%
45,229
-28,373
2136
$432K ﹤0.01%
115,255
-101,909
2137
$432K ﹤0.01%
41,077
-21,753
2138
$431K ﹤0.01%
123,976
-16,168
2139
$429K ﹤0.01%
182,634
-40,072
2140
$429K ﹤0.01%
20,819
-37,344
2141
$429K ﹤0.01%
26,976
-23,466
2142
$428K ﹤0.01%
44,346
-79,768
2143
$428K ﹤0.01%
15,853
-13,180
2144
$426K ﹤0.01%
+1,333
2145
$425K ﹤0.01%
25,739
-78,451
2146
$424K ﹤0.01%
6,980
+920
2147
$424K ﹤0.01%
31,275
-12,373
2148
$422K ﹤0.01%
8,054
-17,816
2149
$421K ﹤0.01%
38,534
-7,415
2150
$420K ﹤0.01%
54,775
-151,411