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
3176
$138K ﹤0.01%
5,222
+1,294
3177
$137K ﹤0.01%
6,790
+5,361
3178
$137K ﹤0.01%
+2,576
3179
$137K ﹤0.01%
6,037
3180
$137K ﹤0.01%
14,272
-371,367
3181
$137K ﹤0.01%
10,755
+5,503
3182
$136K ﹤0.01%
18,545
-59,240
3183
$136K ﹤0.01%
12,571
+10,103
3184
$136K ﹤0.01%
8,286
-6,195
3185
$136K ﹤0.01%
4,233
-8,230
3186
$136K ﹤0.01%
14,547
-17,361
3187
$136K ﹤0.01%
56,711
+32,399
3188
$135K ﹤0.01%
+28,208
3189
$135K ﹤0.01%
3,673
-54
3190
$134K ﹤0.01%
2,937
-5,868
3191
$134K ﹤0.01%
13,487
+1,609
3192
$134K ﹤0.01%
14,881
+8,927
3193
$133K ﹤0.01%
9,668
-11,130
3194
$133K ﹤0.01%
8,776
-27,028
3195
$133K ﹤0.01%
5,272
-4,653
3196
$133K ﹤0.01%
1,576
+1,161
3197
$133K ﹤0.01%
17,026
+8,600
3198
$133K ﹤0.01%
2,800
3199
$133K ﹤0.01%
18,698
+10,977
3200
$132K ﹤0.01%
1,924
+992