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
2401
$718K ﹤0.01%
48,233
+33,839
2402
$718K ﹤0.01%
31,478
-27,381
2403
$717K ﹤0.01%
28,313
+784
2404
$713K ﹤0.01%
32,581
+23,705
2405
$712K ﹤0.01%
96,133
+36,260
2406
$712K ﹤0.01%
18,823
+5,653
2407
$712K ﹤0.01%
35,436
+15,837
2408
$712K ﹤0.01%
34,344
+18,321
2409
$710K ﹤0.01%
19,228
+16,756
2410
$709K ﹤0.01%
19,323
-7,368
2411
$707K ﹤0.01%
23,389
+18,722
2412
$706K ﹤0.01%
39,134
+25,237
2413
$703K ﹤0.01%
21,251
+5,433
2414
$703K ﹤0.01%
23,081
+19,670
2415
$702K ﹤0.01%
12,364
+651
2416
$701K ﹤0.01%
814
-1,656
2417
$698K ﹤0.01%
22,300
-135,370
2418
$698K ﹤0.01%
15,581
+13,929
2419
$696K ﹤0.01%
24,109
+21,212
2420
$692K ﹤0.01%
15,220
+6,118
2421
$690K ﹤0.01%
38,784
+33,237
2422
$685K ﹤0.01%
42,713
+24,496
2423
$684K ﹤0.01%
34,415
+29,672
2424
$682K ﹤0.01%
27,398
+14,988
2425
$682K ﹤0.01%
9,046
+3,707