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
2426
$222K ﹤0.01%
25,861
-53,626
2427
$222K ﹤0.01%
5,331
-11,859
2428
$222K ﹤0.01%
247,035
-55,954
2429
$222K ﹤0.01%
35,518
-73,025
2430
$221K ﹤0.01%
5,555
-4,598
2431
$221K ﹤0.01%
43,192
-86,816
2432
$221K ﹤0.01%
7,768
-12,502
2433
$220K ﹤0.01%
90,748
-23,450
2434
$220K ﹤0.01%
62,218
-50,224
2435
$219K ﹤0.01%
5,533
-3,399
2436
$219K ﹤0.01%
12,955
-4,643
2437
$218K ﹤0.01%
961
-1,871
2438
$217K ﹤0.01%
3,972
-5,582
2439
$217K ﹤0.01%
29,964
-18,289
2440
$216K ﹤0.01%
17,187
-11,303
2441
$216K ﹤0.01%
487
-803
2442
$216K ﹤0.01%
453
-1,469
2443
$215K ﹤0.01%
3,560
+2,798
2444
$214K ﹤0.01%
67,654
+24,715
2445
$213K ﹤0.01%
50,590
2446
$213K ﹤0.01%
25,220
-10,896
2447
$213K ﹤0.01%
29,295
+10,889
2448
$212K ﹤0.01%
50,025
-94,103
2449
$212K ﹤0.01%
10,318
-8,574
2450
$210K ﹤0.01%
43,411
-11,834