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
$220B
AUM Growth
+$17.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,725
New
Increased
Reduced
Closed

Top Buys

1 +$3.67B
2 +$1.5B
3 +$1.38B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.27B
5
MA icon
Mastercard
MA
+$1.1B

Sector Composition

1 Technology 28.23%
2 Financials 14.76%
3 Consumer Discretionary 11.75%
4 Healthcare 8.96%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$1.2M ﹤0.01%
265,353
+90,546
2302
$1.2M ﹤0.01%
150,267
-616,033
2303
$1.2M ﹤0.01%
17,348
-31,191
2304
$1.2M ﹤0.01%
64,752
-12,251
2305
$1.19M ﹤0.01%
247,727
+73,571
2306
$1.19M ﹤0.01%
121,730
-27,905
2307
$1.19M ﹤0.01%
71,329
-15,246
2308
$1.19M ﹤0.01%
73,408
-263,005
2309
$1.18M ﹤0.01%
8,395
+4,490
2310
$1.18M ﹤0.01%
32,682
+967
2311
$1.18M ﹤0.01%
397,149
+289,987
2312
$1.18M ﹤0.01%
52,420
-7,363
2313
$1.17M ﹤0.01%
55,916
-16,170
2314
$1.17M ﹤0.01%
31,873
-3,890
2315
$1.17M ﹤0.01%
18,543
-7,069
2316
$1.17M ﹤0.01%
43,068
-13,518
2317
$1.17M ﹤0.01%
99,877
-49,854
2318
$1.16M ﹤0.01%
22,331
-4,925
2319
$1.16M ﹤0.01%
18,641
-6,906
2320
$1.16M ﹤0.01%
39,653
-13,068
2321
$1.15M ﹤0.01%
99,055
-40,102
2322
$1.15M ﹤0.01%
70,421
-16,498
2323
$1.15M ﹤0.01%
26,292
2324
$1.14M ﹤0.01%
43,647
-19,323
2325
$1.13M ﹤0.01%
45,054
-15,016