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
2651
$376K ﹤0.01%
15,351
-9,286
2652
$374K ﹤0.01%
2,898
+2,795
2653
$374K ﹤0.01%
97,543
+91,773
2654
$372K ﹤0.01%
8,437
-5,423
2655
$372K ﹤0.01%
123,670
+4,666
2656
$371K ﹤0.01%
74,671
+55,379
2657
$370K ﹤0.01%
40,258
-63,163
2658
$370K ﹤0.01%
16,294
-20,660
2659
$370K ﹤0.01%
14,600
+13,600
2660
$370K ﹤0.01%
14,676
-23,023
2661
$369K ﹤0.01%
25,976
-16,084
2662
$369K ﹤0.01%
5,462
-386
2663
$369K ﹤0.01%
14,930
-32,616
2664
$368K ﹤0.01%
6,560
-10,823
2665
$366K ﹤0.01%
28,343
-44,001
2666
$365K ﹤0.01%
5,058
-11,187
2667
$364K ﹤0.01%
48,090
+6,577
2668
$363K ﹤0.01%
16,012
+16,002
2669
$363K ﹤0.01%
15,760
+13,243
2670
$363K ﹤0.01%
+36,522
2671
$363K ﹤0.01%
14,194
-3,364
2672
$362K ﹤0.01%
68,466
+774
2673
$362K ﹤0.01%
8,632
-13,737
2674
$362K ﹤0.01%
6,868
-4,754
2675
$362K ﹤0.01%
30,373
-24,020