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
3226
$124K ﹤0.01%
3,000
3227
$124K ﹤0.01%
4,744
+4,560
3228
$123K ﹤0.01%
5,239
+2,628
3229
$122K ﹤0.01%
+12,212
3230
$121K ﹤0.01%
4,720
-7,758
3231
$121K ﹤0.01%
13,589
-2,295
3232
$121K ﹤0.01%
+580
3233
$121K ﹤0.01%
14,523
+3,059
3234
$120K ﹤0.01%
16,830
+1,941
3235
$120K ﹤0.01%
11,974
-128,905
3236
$119K ﹤0.01%
7,184
+2,720
3237
$119K ﹤0.01%
9,359
-7,733
3238
$118K ﹤0.01%
6,535
-10,129
3239
$118K ﹤0.01%
43,908
+2,392
3240
$118K ﹤0.01%
13,336
-2,191
3241
$118K ﹤0.01%
5,894
-10,093
3242
$118K ﹤0.01%
19,185
+1,148
3243
$117K ﹤0.01%
5,608
+3,943
3244
$117K ﹤0.01%
3,594
-12
3245
$117K ﹤0.01%
2,366
-4,115
3246
$116K ﹤0.01%
6,654
-26,472
3247
$116K ﹤0.01%
8,417
-33,247
3248
$116K ﹤0.01%
4,505
+3,464
3249
$116K ﹤0.01%
17,444
-2,201
3250
$116K ﹤0.01%
6,543
+4,784