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
2426
$950K ﹤0.01%
25,213
-7,867
2427
$947K ﹤0.01%
84,948
-9,193
2428
$941K ﹤0.01%
12,569
-5,181
2429
$941K ﹤0.01%
12,486
+1,313
2430
$940K ﹤0.01%
57,106
-12,891
2431
$939K ﹤0.01%
157,430
-6,863
2432
$939K ﹤0.01%
30,274
-10,582
2433
$938K ﹤0.01%
187,462
+29,934
2434
$938K ﹤0.01%
35,540
-15,550
2435
$937K ﹤0.01%
23,404
-4,666
2436
$937K ﹤0.01%
102,592
+3,857
2437
$932K ﹤0.01%
35,049
-7,783
2438
$932K ﹤0.01%
177,364
-95,949
2439
$930K ﹤0.01%
+19,053
2440
$930K ﹤0.01%
57,613
-98
2441
$930K ﹤0.01%
63,178
-18,345
2442
$927K ﹤0.01%
153,284
-61,473
2443
$924K ﹤0.01%
9,670
+4,909
2444
$921K ﹤0.01%
34,677
-3,386
2445
$920K ﹤0.01%
62,198
-49,663
2446
$919K ﹤0.01%
+10,938
2447
$918K ﹤0.01%
47,382
-17,872
2448
$912K ﹤0.01%
146,433
+36,803
2449
$909K ﹤0.01%
79,605
-16,671
2450
$904K ﹤0.01%
+229,316