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
$104B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,080
New
Increased
Reduced
Closed

Sector Composition

1 Technology 22.43%
2 Financials 13.7%
3 Consumer Discretionary 10.25%
4 Communication Services 9.85%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$95.4M 0.05%
817,388
-95,174
202
$95.2M 0.05%
604,309
-315,008
203
$94.8M 0.05%
1,031,087
-13,016,046
204
$94.5M 0.05%
3,686,104
-850,233
205
$94.1M 0.05%
1,032,617
+118,134
206
$93M 0.05%
540,136
-11,699
207
$92.4M 0.05%
957,041
+179,479
208
$91.4M 0.05%
657,353
-55,578
209
$90.9M 0.05%
584,656
+113,943
210
$90.5M 0.05%
446,885
+82,975
211
$90.4M 0.05%
242,093
+70,194
212
$89.9M 0.05%
633,072
+513,130
213
$88.9M 0.05%
121,863
+22,918
214
$88.9M 0.05%
1,429,721
+269,704
215
$88.3M 0.05%
398,816
+126,431
216
$88.2M 0.05%
988,389
-1,268,767
217
$87.7M 0.05%
435,126
+106,874
218
$87.7M 0.05%
293,698
+29,513
219
$87.5M 0.05%
310,932
+46,920
220
$87.2M 0.05%
324,655
+57,280
221
$86.9M 0.05%
1,778,915
+348,655
222
$86.7M 0.05%
11,224,946
+2,783,797
223
$86M 0.05%
2,612,200
+317,997
224
$85.7M 0.05%
1,128,559
-210,969
225
$85.3M 0.05%
437,171
+51,183