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
$104B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,080
New
Increased
Reduced
Closed

Sector Composition

1 Technology 22.43%
2 Financials 13.7%
3 Consumer Discretionary 10.25%
4 Communication Services 9.85%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2426
$736K ﹤0.01%
11,940
+5,756
2427
$734K ﹤0.01%
30,888
-14,717
2428
$730K ﹤0.01%
82,016
+64,096
2429
$729K ﹤0.01%
29,139
-11,242
2430
$729K ﹤0.01%
146,582
+67,708
2431
$729K ﹤0.01%
6,150
2432
$729K ﹤0.01%
21,508
+2,444
2433
$726K ﹤0.01%
5,071
+1,540
2434
$726K ﹤0.01%
55,251
-21,463
2435
$725K ﹤0.01%
50,545
-2,955
2436
$724K ﹤0.01%
115,520
+2,313
2437
$723K ﹤0.01%
23,457
+2,308
2438
$723K ﹤0.01%
92,648
+92,562
2439
$723K ﹤0.01%
71,151
+25,016
2440
$722K ﹤0.01%
77,853
+38,327
2441
$722K ﹤0.01%
34,181
+23,979
2442
$721K ﹤0.01%
8,280
+5,085
2443
$721K ﹤0.01%
+8,532
2444
$720K ﹤0.01%
24,163
+5,470
2445
$715K ﹤0.01%
75,645
-7,383
2446
$712K ﹤0.01%
6,980
-558,830
2447
$711K ﹤0.01%
18,154
-8,670
2448
$707K ﹤0.01%
30,809
+7,973
2449
$707K ﹤0.01%
22,200
+12,308
2450
$706K ﹤0.01%
5,800
-13,947