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
3351
$90K ﹤0.01%
6,798
+1,223
3352
$89K ﹤0.01%
20,897
+3,792
3353
$88K ﹤0.01%
8,202
-32,674
3354
$88K ﹤0.01%
926
-2,167
3355
$88K ﹤0.01%
4,591
-69,643
3356
$88K ﹤0.01%
3,824
+124
3357
$88K ﹤0.01%
1,996
-4,948
3358
$87K ﹤0.01%
56,220
-3,991
3359
$87K ﹤0.01%
960
-3,573
3360
$87K ﹤0.01%
10,577
3361
$86K ﹤0.01%
+4,020
3362
$86K ﹤0.01%
1,438
-2,592
3363
$85K ﹤0.01%
6,651
-1,387
3364
$85K ﹤0.01%
7,740
-13,848
3365
$85K ﹤0.01%
9,369
-12,988
3366
$85K ﹤0.01%
11,236
-10,284
3367
$84K ﹤0.01%
6,662
-6,524
3368
$84K ﹤0.01%
19,083
3369
$84K ﹤0.01%
36,042
+4,204
3370
$84K ﹤0.01%
7,912
-7,943
3371
$84K ﹤0.01%
10,822
-92,578
3372
$83K ﹤0.01%
21,682
+1,589
3373
$83K ﹤0.01%
16,146
-4,462
3374
$83K ﹤0.01%
13,951
-70,068
3375
$83K ﹤0.01%
2,921
+2,576