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
2201
$377K ﹤0.01%
2,966
-2,034
2202
$375K ﹤0.01%
30,797
-12,344
2203
$375K ﹤0.01%
46,630
+46,586
2204
$374K ﹤0.01%
28,704
-10,020
2205
$372K ﹤0.01%
20,253
-69,742
2206
$372K ﹤0.01%
11,706
-4,054
2207
$371K ﹤0.01%
37,779
+17,695
2208
$371K ﹤0.01%
11,133
-8,985
2209
$370K ﹤0.01%
102,237
-39,734
2210
$369K ﹤0.01%
29,960
-138,302
2211
$369K ﹤0.01%
13,826
-99,458
2212
$369K ﹤0.01%
7,523
-18,834
2213
$367K ﹤0.01%
15,230
-63,073
2214
$365K ﹤0.01%
32,543
-32,482
2215
$363K ﹤0.01%
7,543
-5,299
2216
$362K ﹤0.01%
25,122
-35,269
2217
$362K ﹤0.01%
4,650
2218
$361K ﹤0.01%
22,720
-19,597
2219
$361K ﹤0.01%
53,464
+19,836
2220
$360K ﹤0.01%
36,148
+923
2221
$359K ﹤0.01%
18,708
-30,251
2222
$359K ﹤0.01%
76,906
-2,287
2223
$359K ﹤0.01%
358,396
+223,768
2224
$358K ﹤0.01%
6,148
-6,376
2225
$356K ﹤0.01%
11,893
-4,332