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
2851
$267K ﹤0.01%
5,519
+2,465
2852
$267K ﹤0.01%
37,024
+21,292
2853
$266K ﹤0.01%
63,379
-8,601
2854
$266K ﹤0.01%
26,017
+1,927
2855
$266K ﹤0.01%
27,127
2856
$265K ﹤0.01%
7,105
-1,792
2857
$265K ﹤0.01%
1,432
-3,243
2858
$265K ﹤0.01%
28,531
-5,233
2859
$263K ﹤0.01%
37,019
-26,187
2860
$263K ﹤0.01%
4,604
-48,139
2861
$262K ﹤0.01%
10,630
+7,891
2862
$262K ﹤0.01%
+5,990
2863
$262K ﹤0.01%
30,118
-2,461
2864
$262K ﹤0.01%
101,681
-1,092
2865
$261K ﹤0.01%
22,019
-9,313
2866
$261K ﹤0.01%
+23,198
2867
$261K ﹤0.01%
1,190
-160
2868
$260K ﹤0.01%
8,168
-7,997
2869
$260K ﹤0.01%
32,336
+5,089
2870
$260K ﹤0.01%
7,917
-195
2871
$259K ﹤0.01%
17,657
-36,700
2872
$259K ﹤0.01%
41,150
-20,086
2873
$259K ﹤0.01%
683
+586
2874
$258K ﹤0.01%
7,419
-662
2875
$257K ﹤0.01%
11,315
-17,752