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
3126
$154K ﹤0.01%
3,750
3127
$154K ﹤0.01%
9,709
-3,139
3128
$154K ﹤0.01%
5,628
-9,040
3129
$154K ﹤0.01%
7,875
+7,685
3130
$153K ﹤0.01%
33,359
+9,829
3131
$153K ﹤0.01%
3,440
-5,738
3132
$152K ﹤0.01%
15,340
-7,045
3133
$151K ﹤0.01%
10,284
-14,771
3134
$151K ﹤0.01%
4,446
-3,521
3135
$150K ﹤0.01%
1,682
-407
3136
$149K ﹤0.01%
15,726
-960
3137
$149K ﹤0.01%
192,800
-11,815
3138
$148K ﹤0.01%
5,334
-13,183
3139
$148K ﹤0.01%
14,931
3140
$148K ﹤0.01%
27,464
-42,342
3141
$148K ﹤0.01%
1,478
3142
$147K ﹤0.01%
20,895
-5,366
3143
$146K ﹤0.01%
57,619
-9,291
3144
$145K ﹤0.01%
+6,284
3145
$144K ﹤0.01%
16,000
-61,756
3146
$144K ﹤0.01%
15,211
+14,875
3147
$144K ﹤0.01%
7,562
+3,455
3148
$144K ﹤0.01%
2,989
+985
3149
$144K ﹤0.01%
11,038
-1,837
3150
$143K ﹤0.01%
11,919
-7,346