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
2751
$317K ﹤0.01%
16,699
+14,999
2752
$315K ﹤0.01%
15,897
-17,508
2753
$315K ﹤0.01%
9,867
-5,585
2754
$315K ﹤0.01%
8,333
-18,514
2755
$315K ﹤0.01%
31,851
2756
$313K ﹤0.01%
6,026
-9,564
2757
$313K ﹤0.01%
11,100
+3,301
2758
$313K ﹤0.01%
55,853
+46,341
2759
$313K ﹤0.01%
8,000
2760
$312K ﹤0.01%
17,064
+11,598
2761
$312K ﹤0.01%
39,186
+39,149
2762
$311K ﹤0.01%
9,457
-206
2763
$310K ﹤0.01%
8,323
-6,808
2764
$309K ﹤0.01%
14,217
-4,433
2765
$309K ﹤0.01%
35,945
2766
$308K ﹤0.01%
19,805
2767
$308K ﹤0.01%
42,356
-12,104
2768
$308K ﹤0.01%
123,427
-23,131
2769
$307K ﹤0.01%
14,386
-2,045
2770
$307K ﹤0.01%
21,969
-38,287
2771
$306K ﹤0.01%
22,738
+22,737
2772
$306K ﹤0.01%
21,696
-3,564
2773
$306K ﹤0.01%
2,416
-7,493
2774
$305K ﹤0.01%
26,787
-40,371
2775
$305K ﹤0.01%
30,738
-1,200