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
2226
$356K ﹤0.01%
23,622
-8,983
2227
$355K ﹤0.01%
70,087
-78
2228
$355K ﹤0.01%
19,430
-39,092
2229
$354K ﹤0.01%
21,895
-47,676
2230
$354K ﹤0.01%
54,525
-44,571
2231
$353K ﹤0.01%
99,521
-145,327
2232
$353K ﹤0.01%
15,000
-2,000
2233
$353K ﹤0.01%
14,287
-40,400
2234
$352K ﹤0.01%
13,298
-26,693
2235
$351K ﹤0.01%
8,082
-14,750
2236
$350K ﹤0.01%
17,586
-88,920
2237
$349K ﹤0.01%
22,621
-48,477
2238
$348K ﹤0.01%
115,592
-134,692
2239
$348K ﹤0.01%
24,621
-20,406
2240
$347K ﹤0.01%
112,041
+88,731
2241
$346K ﹤0.01%
33,872
-7,860
2242
$346K ﹤0.01%
22,170
-18,588
2243
$346K ﹤0.01%
25,157
-22,370
2244
$345K ﹤0.01%
42,754
-41,839
2245
$345K ﹤0.01%
14,897
-30,862
2246
$344K ﹤0.01%
55,401
-26,918
2247
$343K ﹤0.01%
4,409
-9,119
2248
$343K ﹤0.01%
32,148
+5,466
2249
$343K ﹤0.01%
3,430
2250
$343K ﹤0.01%
8,474
-69,771