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
2326
$292K ﹤0.01%
87,908
-748,169
2327
$291K ﹤0.01%
17,059
-35,301
2328
$288K ﹤0.01%
28,301
-7,754
2329
$288K ﹤0.01%
6,650
2330
$284K ﹤0.01%
27,921
-41,430
2331
$284K ﹤0.01%
16,995
-25,691
2332
$284K ﹤0.01%
7,559
-1,249
2333
$283K ﹤0.01%
14,824
-26,673
2334
$282K ﹤0.01%
9,540
-17,719
2335
$281K ﹤0.01%
15,818
-13,478
2336
$281K ﹤0.01%
10,781
-17,281
2337
$280K ﹤0.01%
73,821
-343,593
2338
$280K ﹤0.01%
11,849
-23,971
2339
$279K ﹤0.01%
19,310
-2,377
2340
$278K ﹤0.01%
12,103
-33,516
2341
$277K ﹤0.01%
40,225
-17,998
2342
$277K ﹤0.01%
7,892
-48,227
2343
$276K ﹤0.01%
35,864
-63,290
2344
$276K ﹤0.01%
22,381
-20,933
2345
$275K ﹤0.01%
25,055
-20,539
2346
$275K ﹤0.01%
15,482
-2,860
2347
$274K ﹤0.01%
3,799
-1,338
2348
$273K ﹤0.01%
23,271
-19,300
2349
$271K ﹤0.01%
31,875
-24,390
2350
$270K ﹤0.01%
24,917
-21,080