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
2576
$433K ﹤0.01%
2,376
-730
2577
$433K ﹤0.01%
44,321
2578
$432K ﹤0.01%
48,836
-6,761
2579
$431K ﹤0.01%
19,420
-46,460
2580
$430K ﹤0.01%
+252,682
2581
$429K ﹤0.01%
4,610
-4,435
2582
$428K ﹤0.01%
43,737
2583
$428K ﹤0.01%
103,306
+38,773
2584
$427K ﹤0.01%
15,289
-23,217
2585
$427K ﹤0.01%
+181,601
2586
$427K ﹤0.01%
10,664
-45,510
2587
$426K ﹤0.01%
3,182
-1,799
2588
$425K ﹤0.01%
8,667
-13,626
2589
$424K ﹤0.01%
4,372
-7,055
2590
$422K ﹤0.01%
19,817
-1,649
2591
$422K ﹤0.01%
41,800
+7,700
2592
$421K ﹤0.01%
12,418
-66,681
2593
$421K ﹤0.01%
34,095
-6,725
2594
$421K ﹤0.01%
70,220
+30,478
2595
$421K ﹤0.01%
22,142
+3,680
2596
$421K ﹤0.01%
43,017
2597
$420K ﹤0.01%
9,787
+9,397
2598
$420K ﹤0.01%
12,861
-22,817
2599
$419K ﹤0.01%
171,499
-105,527
2600
$418K ﹤0.01%
84,140
-26,144