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
2451
$210K ﹤0.01%
5,203
-4,253
2452
$210K ﹤0.01%
+2,936
2453
$209K ﹤0.01%
13,357
-13,795
2454
$209K ﹤0.01%
27,961
-36,590
2455
$207K ﹤0.01%
6,191
-12,784
2456
$207K ﹤0.01%
8,082
-5,625
2457
$207K ﹤0.01%
14,914
-22,323
2458
$207K ﹤0.01%
27,611
-359
2459
$206K ﹤0.01%
7,824
-966
2460
$205K ﹤0.01%
779
-160,965
2461
$205K ﹤0.01%
10,250
2462
$205K ﹤0.01%
7,621
-16,159
2463
$205K ﹤0.01%
26,216
-149,706
2464
$204K ﹤0.01%
17,153
-12,336
2465
$204K ﹤0.01%
138,019
+62,598
2466
$203K ﹤0.01%
30,075
-24,466
2467
$201K ﹤0.01%
15,172
-12,737
2468
$201K ﹤0.01%
8,393
-17,310
2469
$201K ﹤0.01%
13,300
2470
$201K ﹤0.01%
20,153
-14,407
2471
$200K ﹤0.01%
122,242
-97,982
2472
$200K ﹤0.01%
2,435
-4,960
2473
$200K ﹤0.01%
45,956
+1,825
2474
$199K ﹤0.01%
36,735
-12,582
2475
$199K ﹤0.01%
6,918
-22,150