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
2676
$360K ﹤0.01%
20,835
-19,964
2677
$360K ﹤0.01%
52,951
-33,537
2678
$360K ﹤0.01%
4,250
-5,629
2679
$359K ﹤0.01%
18,872
-29,409
2680
$358K ﹤0.01%
5,615
-8,808
2681
$357K ﹤0.01%
93,714
-4,834
2682
$356K ﹤0.01%
7,281
-11,587
2683
$355K ﹤0.01%
4,111
-267
2684
$355K ﹤0.01%
18,800
+11,171
2685
$354K ﹤0.01%
18,195
+4,298
2686
$354K ﹤0.01%
24,487
+4,582
2687
$353K ﹤0.01%
3,412
-1,469
2688
$352K ﹤0.01%
7,448
-9,901
2689
$352K ﹤0.01%
26,087
-105,874
2690
$352K ﹤0.01%
14,712
-6,358
2691
$351K ﹤0.01%
10,336
-16,429
2692
$351K ﹤0.01%
2,680
-320
2693
$350K ﹤0.01%
30,679
-73,692
2694
$350K ﹤0.01%
19,470
-43,031
2695
$350K ﹤0.01%
+14
2696
$349K ﹤0.01%
17,577
+16,289
2697
$348K ﹤0.01%
3,430
2698
$348K ﹤0.01%
37,048
-1,889
2699
$346K ﹤0.01%
70,000
2700
$345K ﹤0.01%
28,344
+25,255