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
2301
$310K ﹤0.01%
20,812
+3,838
2302
$310K ﹤0.01%
3,435
-408
2303
$310K ﹤0.01%
477
-954
2304
$308K ﹤0.01%
13,773
-26,512
2305
$308K ﹤0.01%
32,793
+10,230
2306
$308K ﹤0.01%
67,904
-46,424
2307
$307K ﹤0.01%
23,101
-13,264
2308
$307K ﹤0.01%
29,033
-3,525
2309
$304K ﹤0.01%
8,380
-26,080
2310
$304K ﹤0.01%
6,301
+2,301
2311
$303K ﹤0.01%
4,051
-6,946
2312
$302K ﹤0.01%
28,465
-16,819
2313
$302K ﹤0.01%
217,694
+121,964
2314
$300K ﹤0.01%
17,595
-37,868
2315
$299K ﹤0.01%
25,185
-11,346
2316
$299K ﹤0.01%
6,476
-101,356
2317
$298K ﹤0.01%
118,456
-113,628
2318
$296K ﹤0.01%
19,961
+18,985
2319
$295K ﹤0.01%
8,662
+1,844
2320
$295K ﹤0.01%
76,459
-41,085
2321
$294K ﹤0.01%
22,592
-8,780
2322
$293K ﹤0.01%
4,081
-8,373
2323
$293K ﹤0.01%
4,141
-3,501
2324
$293K ﹤0.01%
15,154
+14,640
2325
$292K ﹤0.01%
87,022
-60,366