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
2201
$1.01M ﹤0.01%
21,464
+17,649
2202
$1.01M ﹤0.01%
40,001
+39,998
2203
$1.01M ﹤0.01%
15,006
-9,958
2204
$1.01M ﹤0.01%
38,042
+20,662
2205
$1.01M ﹤0.01%
39,761
+24,084
2206
$1.01M ﹤0.01%
18,494
+12,982
2207
$1.01M ﹤0.01%
34,962
+6,388
2208
$1.01M ﹤0.01%
57,464
+47,614
2209
$999K ﹤0.01%
116,801
2210
$990K ﹤0.01%
28,030
-41,270
2211
$989K ﹤0.01%
15,936
+13,524
2212
$988K ﹤0.01%
56,227
+6,718
2213
$985K ﹤0.01%
6,578
-58,933
2214
$984K ﹤0.01%
11,784
2215
$983K ﹤0.01%
112,964
-4,903
2216
$982K ﹤0.01%
25,367
+4,669
2217
$982K ﹤0.01%
40,168
+21,554
2218
$981K ﹤0.01%
140,030
+95,860
2219
$980K ﹤0.01%
41,208
+36,365
2220
$980K ﹤0.01%
44,455
+30,891
2221
$979K ﹤0.01%
29,664
+9,460
2222
$976K ﹤0.01%
49,624
+31,038
2223
$974K ﹤0.01%
15,658
+6,724
2224
$973K ﹤0.01%
8,587
+6,117
2225
$972K ﹤0.01%
21,175
+14,809