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
276
$57M 0.03%
752,276
+326,803
277
$56.8M 0.03%
1,714,422
-78,919
278
$56.7M 0.03%
882,849
-178,771
279
$56.6M 0.03%
894,749
-373,480
280
$55.9M 0.03%
2,041,627
+1,665,254
281
$55.7M 0.03%
868,254
+169,772
282
$55.7M 0.03%
1,321,875
+135,255
283
$54.6M 0.03%
612,969
+56,119
284
$54.5M 0.03%
113,886
-57,492
285
$54.3M 0.03%
228,368
-173,723
286
$54.3M 0.03%
306,739
+181,441
287
$54.2M 0.03%
393,936
+5,750
288
$53.9M 0.03%
1,718,310
-1,786,097
289
$53.8M 0.03%
1,519,817
+1,131,355
290
$53.7M 0.03%
1,287,573
-486,168
291
$53.6M 0.03%
1,406,625
-382,623
292
$53.5M 0.03%
670,296
-486,606
293
$53.4M 0.03%
81,332
-37,536
294
$53.4M 0.03%
255,317
-188,007
295
$53.2M 0.03%
957,622
+312,962
296
$52.8M 0.03%
412,665
+65,703
297
$52.7M 0.03%
63,318
+13,323
298
$52.7M 0.03%
270,041
-36,460
299
$52.6M 0.03%
735,679
-1,016,492
300
$52.1M 0.03%
1,398,709
-645,611