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
2626
$396K ﹤0.01%
14,858
+6,924
2627
$396K ﹤0.01%
15,380
-2,035
2628
$395K ﹤0.01%
39,231
-28,375
2629
$394K ﹤0.01%
+17,202
2630
$394K ﹤0.01%
24,787
-6,316
2631
$393K ﹤0.01%
15,303
-5,190
2632
$392K ﹤0.01%
8,409
-559
2633
$390K ﹤0.01%
17,199
-705
2634
$390K ﹤0.01%
24,694
-43,762
2635
$389K ﹤0.01%
8,647
-11,360
2636
$388K ﹤0.01%
30,974
-26,183
2637
$385K ﹤0.01%
58,797
+24,996
2638
$385K ﹤0.01%
138,261
-1,050
2639
$385K ﹤0.01%
99
+92
2640
$385K ﹤0.01%
49,640
-27,451
2641
$384K ﹤0.01%
56,080
2642
$383K ﹤0.01%
13,086
-14,398
2643
$380K ﹤0.01%
74,200
-3,055
2644
$380K ﹤0.01%
74,216
-1,797,983
2645
$379K ﹤0.01%
5,224
-4,320
2646
$378K ﹤0.01%
6,037
-6,642
2647
$378K ﹤0.01%
101,225
+82,900
2648
$377K ﹤0.01%
8,636
-7,290
2649
$377K ﹤0.01%
59,124
+3,292
2650
$376K ﹤0.01%
5,256
-1,878