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
2401
$985K ﹤0.01%
32,572
+3,309
2402
$985K ﹤0.01%
708,966
+373,728
2403
$984K ﹤0.01%
23,222
-7,390
2404
$983K ﹤0.01%
13,212
-5,116
2405
$983K ﹤0.01%
108,939
-23,250
2406
$982K ﹤0.01%
139,869
-35,150
2407
$982K ﹤0.01%
158,219
-64,800
2408
$978K ﹤0.01%
11,308
-4,207
2409
$977K ﹤0.01%
27,846
-9,789
2410
$976K ﹤0.01%
64,432
2411
$975K ﹤0.01%
9,316
+10
2412
$974K ﹤0.01%
7,693
-525
2413
$969K ﹤0.01%
56,627
-10,438
2414
$969K ﹤0.01%
9,418
-6,011
2415
$963K ﹤0.01%
42,574
-16,532
2416
$962K ﹤0.01%
85,449
-29,399
2417
$962K ﹤0.01%
64,174
-22,126
2418
$960K ﹤0.01%
17,742
+16,674
2419
$958K ﹤0.01%
655,391
-105,895
2420
$957K ﹤0.01%
113,323
+19,999
2421
$955K ﹤0.01%
79,361
-26,425
2422
$954K ﹤0.01%
59,801
+43,301
2423
$953K ﹤0.01%
27,304
-11,374
2424
$953K ﹤0.01%
25,066
-3,806
2425
$952K ﹤0.01%
110,776
-468,500