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
2451
$656K ﹤0.01%
16,139
+10,016
2452
$656K ﹤0.01%
36,683
+19,896
2453
$655K ﹤0.01%
32,360
-35,989
2454
$653K ﹤0.01%
8,560
+3,452
2455
$652K ﹤0.01%
39,610
+1,660
2456
$650K ﹤0.01%
9,370
+5,222
2457
$648K ﹤0.01%
16,955
+12,547
2458
$645K ﹤0.01%
15,305
+10,500
2459
$640K ﹤0.01%
15,811
+6,930
2460
$638K ﹤0.01%
2,616
+987
2461
$635K ﹤0.01%
25,631
+15,342
2462
$634K ﹤0.01%
21,010
+10,719
2463
$633K ﹤0.01%
29,944
+13,518
2464
$631K ﹤0.01%
12,023
-9,203
2465
$630K ﹤0.01%
139,685
+94,024
2466
$630K ﹤0.01%
10,215
-72,588
2467
$630K ﹤0.01%
58,033
+6,245
2468
$628K ﹤0.01%
42,762
-72,412
2469
$625K ﹤0.01%
23,787
+11,309
2470
$624K ﹤0.01%
56,280
+51,957
2471
$622K ﹤0.01%
30,860
+21,754
2472
$619K ﹤0.01%
+21,633
2473
$618K ﹤0.01%
24,410
2474
$617K ﹤0.01%
28,744
+16,803
2475
$615K ﹤0.01%
16,120
-1,452