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
2301
$852K ﹤0.01%
39,512
+29,909
2302
$851K ﹤0.01%
23,860
+6,260
2303
$851K ﹤0.01%
107,540
-59,852
2304
$850K ﹤0.01%
32,173
+19,423
2305
$850K ﹤0.01%
53,294
+30,319
2306
$846K ﹤0.01%
32,500
2307
$839K ﹤0.01%
95,045
+80,240
2308
$838K ﹤0.01%
7,924
+5,705
2309
$838K ﹤0.01%
38,667
+24,992
2310
$837K ﹤0.01%
18,620
+13,592
2311
$837K ﹤0.01%
25,321
+20,098
2312
$836K ﹤0.01%
41,641
+5,489
2313
$834K ﹤0.01%
154,027
+104,955
2314
$833K ﹤0.01%
46,143
+37,275
2315
$832K ﹤0.01%
132
+30
2316
$832K ﹤0.01%
66,354
+10,124
2317
$828K ﹤0.01%
59,773
+46,380
2318
$827K ﹤0.01%
6,373
+3,248
2319
$827K ﹤0.01%
56,826
+7,386
2320
$823K ﹤0.01%
12,900
+11,471
2321
$823K ﹤0.01%
26,400
-20,377
2322
$819K ﹤0.01%
58,061
+42,996
2323
$819K ﹤0.01%
21,953
+20,180
2324
$817K ﹤0.01%
23,314
+21,240
2325
$815K ﹤0.01%
20,063
+14,594