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
2251
$343K ﹤0.01%
274
-1,596
2252
$342K ﹤0.01%
15,185
-11,636
2253
$340K ﹤0.01%
13,662
-10,944
2254
$338K ﹤0.01%
5,643
-10,582
2255
$338K ﹤0.01%
23,526
-56,386
2256
$338K ﹤0.01%
39,489
-78,748
2257
$337K ﹤0.01%
48,269
+15,058
2258
$336K ﹤0.01%
260,407
-85,501
2259
$335K ﹤0.01%
44,187
+5,695
2260
$334K ﹤0.01%
24,968
-2,577
2261
$333K ﹤0.01%
323
+275
2262
$331K ﹤0.01%
11,318
-7,207
2263
$330K ﹤0.01%
42,315
-100,410
2264
$330K ﹤0.01%
5,942
-4,571
2265
$329K ﹤0.01%
65,043
-66,420
2266
$329K ﹤0.01%
39,082
+6,021
2267
$329K ﹤0.01%
24,550
-24,509
2268
$329K ﹤0.01%
25,000
2269
$329K ﹤0.01%
22,210
-33,017
2270
$329K ﹤0.01%
1,969
-144
2271
$329K ﹤0.01%
31,669
-41,451
2272
$327K ﹤0.01%
77,923
-64,578
2273
$326K ﹤0.01%
62,860
-25,952
2274
$326K ﹤0.01%
29,772
-29,703
2275
$326K ﹤0.01%
57,500
-685,040