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
3051
$181K ﹤0.01%
35,620
-55,967
3052
$181K ﹤0.01%
5,625
+338
3053
$181K ﹤0.01%
84,754
3054
$180K ﹤0.01%
+20,700
3055
$180K ﹤0.01%
11,494
+5,427
3056
$180K ﹤0.01%
6,594
+2,261
3057
$180K ﹤0.01%
7,779
-496
3058
$178K ﹤0.01%
7,777
-421
3059
$178K ﹤0.01%
28,079
-6,983
3060
$178K ﹤0.01%
13,446
-1,407
3061
$178K ﹤0.01%
6,657
+6,400
3062
$177K ﹤0.01%
5,834
-278
3063
$177K ﹤0.01%
5,266
-8,070
3064
$177K ﹤0.01%
18,055
-28,703
3065
$177K ﹤0.01%
9,504
-13,915
3066
$177K ﹤0.01%
6,399
-10,034
3067
$177K ﹤0.01%
17,686
3068
$176K ﹤0.01%
9,997
-1,937
3069
$175K ﹤0.01%
8,494
+645
3070
$175K ﹤0.01%
5,688
-8,997
3071
$175K ﹤0.01%
13,434
-21,353
3072
$175K ﹤0.01%
6,037
-2,005
3073
$175K ﹤0.01%
+798
3074
$174K ﹤0.01%
988
3075
$174K ﹤0.01%
14,001
-23,171