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
2326
$811K ﹤0.01%
32,322
+20,024
2327
$811K ﹤0.01%
65,339
+46,159
2328
$810K ﹤0.01%
50,926
+33,856
2329
$809K ﹤0.01%
17,674
-105,221
2330
$809K ﹤0.01%
52,266
+41,831
2331
$808K ﹤0.01%
20,180
-8,461
2332
$808K ﹤0.01%
2,611
+2,547
2333
$807K ﹤0.01%
27,352
+23,692
2334
$807K ﹤0.01%
37,270
+25,017
2335
$807K ﹤0.01%
24,301
+11,079
2336
$806K ﹤0.01%
17,963
+15,452
2337
$805K ﹤0.01%
15,915
+8,262
2338
$803K ﹤0.01%
14,772
+4,489
2339
$803K ﹤0.01%
+8,090
2340
$803K ﹤0.01%
53,054
-3,248
2341
$802K ﹤0.01%
33,337
+19,435
2342
$801K ﹤0.01%
21,218
+13,230
2343
$797K ﹤0.01%
16,117
-5,670
2344
$796K ﹤0.01%
34,280
+26,306
2345
$796K ﹤0.01%
17,331
+5,590
2346
$795K ﹤0.01%
69,084
+57,654
2347
$790K ﹤0.01%
37,660
-27,924
2348
$789K ﹤0.01%
54,276
-1,334
2349
$788K ﹤0.01%
19,896
+15,039
2350
$786K ﹤0.01%
22,444
+9,204