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
$89.9B
AUM Growth
-$34.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,216
New
Increased
Reduced
Closed

Top Buys

1 +$911M
2 +$888M
3 +$406M
4
MDT icon
Medtronic
MDT
+$383M
5
PINS icon
Pinterest
PINS
+$366M

Sector Composition

1 Technology 23.49%
2 Financials 13.3%
3 Healthcare 10.99%
4 Consumer Discretionary 9.93%
5 Communication Services 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$451K ﹤0.01%
5,156
+5,123
2552
$451K ﹤0.01%
4,483
-31,076
2553
$449K ﹤0.01%
43,802
-40,795
2554
$449K ﹤0.01%
20,617
-3,031
2555
$448K ﹤0.01%
15,596
-263
2556
$448K ﹤0.01%
1,432
+138
2557
$446K ﹤0.01%
103,016
-1,805
2558
$445K ﹤0.01%
37,758
+37,757
2559
$444K ﹤0.01%
75,434
+57,692
2560
$444K ﹤0.01%
45,127
2561
$444K ﹤0.01%
43,362
+12,196
2562
$443K ﹤0.01%
15,188
-24,256
2563
$441K ﹤0.01%
4,039
-6,305
2564
$440K ﹤0.01%
6,461
-22,383
2565
$439K ﹤0.01%
+6,511
2566
$439K ﹤0.01%
49,864
-27,330
2567
$438K ﹤0.01%
60,975
+59,484
2568
$437K ﹤0.01%
20,380
-36,631
2569
$437K ﹤0.01%
41,645
-65,142
2570
$436K ﹤0.01%
20,142
-20,098
2571
$436K ﹤0.01%
21,150
+17,554
2572
$435K ﹤0.01%
25,872
-13,297
2573
$434K ﹤0.01%
41,584
-65,446
2574
$434K ﹤0.01%
+2,368
2575
$433K ﹤0.01%
15,356
+7,836