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
2701
$344K ﹤0.01%
32,065
+12,919
2702
$344K ﹤0.01%
15,505
-24,181
2703
$343K ﹤0.01%
5,784
-9,049
2704
$341K ﹤0.01%
34,851
-54,317
2705
$340K ﹤0.01%
45,190
-45,862
2706
$339K ﹤0.01%
21,220
+2,877
2707
$337K ﹤0.01%
13,402
-94
2708
$337K ﹤0.01%
5,170
-10,980
2709
$337K ﹤0.01%
7,678
-2,762
2710
$336K ﹤0.01%
9,346
-26,212
2711
$335K ﹤0.01%
1,642
-2,542
2712
$335K ﹤0.01%
166,620
+115,761
2713
$334K ﹤0.01%
61,601
-56,114
2714
$334K ﹤0.01%
27,273
+12,142
2715
$334K ﹤0.01%
17,506
-1,406
2716
$333K ﹤0.01%
46,940
-15,070
2717
$333K ﹤0.01%
16,270
-2,551
2718
$332K ﹤0.01%
17,159
-15,602
2719
$332K ﹤0.01%
20,455
+10,529
2720
$331K ﹤0.01%
33,422
2721
$331K ﹤0.01%
5,141
2722
$331K ﹤0.01%
29,918
-46,757
2723
$331K ﹤0.01%
21,042
-1,017
2724
$329K ﹤0.01%
19,561
2725
$329K ﹤0.01%
7,255
-9,212