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
2901
$242K ﹤0.01%
40,400
-5,051
2902
$242K ﹤0.01%
14,519
+5,543
2903
$241K ﹤0.01%
56,020
-5,842
2904
$241K ﹤0.01%
4,119
-6,500
2905
$241K ﹤0.01%
+24,481
2906
$240K ﹤0.01%
13,671
+3,259
2907
$240K ﹤0.01%
+6,184
2908
$236K ﹤0.01%
11,316
2909
$236K ﹤0.01%
21,689
+21,414
2910
$234K ﹤0.01%
10,705
2911
$233K ﹤0.01%
16,148
-1,287
2912
$233K ﹤0.01%
23,384
-9,762
2913
$233K ﹤0.01%
102,448
+77,448
2914
$232K ﹤0.01%
11,998
-19,040
2915
$232K ﹤0.01%
20,508
2916
$231K ﹤0.01%
30,000
2917
$231K ﹤0.01%
74,670
-101,672
2918
$231K ﹤0.01%
7,663
-115,079
2919
$231K ﹤0.01%
4,200
-281
2920
$230K ﹤0.01%
2,860
-6,891
2921
$228K ﹤0.01%
8,231
+1,329
2922
$228K ﹤0.01%
21,743
+2,393
2923
$228K ﹤0.01%
21,675
-3,995
2924
$228K ﹤0.01%
21,402
-1,245
2925
$228K ﹤0.01%
13,483
-13,067