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
3401
$78K ﹤0.01%
753
-1,755
3402
$78K ﹤0.01%
3,021
-202
3403
$78K ﹤0.01%
2,495
-5,654
3404
$78K ﹤0.01%
6,088
3405
$78K ﹤0.01%
1,429
-3,657
3406
$78K ﹤0.01%
765
+764
3407
$77K ﹤0.01%
+4,617
3408
$77K ﹤0.01%
2,100
3409
$77K ﹤0.01%
10,770
-10,455
3410
$76K ﹤0.01%
1,462
3411
$76K ﹤0.01%
3,016
-36
3412
$76K ﹤0.01%
3,605
+3,233
3413
$76K ﹤0.01%
29,601
-4,498
3414
$76K ﹤0.01%
17,095
-26,918
3415
$76K ﹤0.01%
20,367
+6,947
3416
$76K ﹤0.01%
4,244
-15,907
3417
$75K ﹤0.01%
4,042
-5,444
3418
$75K ﹤0.01%
10,158
-57,906
3419
$75K ﹤0.01%
2,768
-298
3420
$75K ﹤0.01%
26,232
+9,931
3421
$75K ﹤0.01%
4,337
-4,053
3422
$74K ﹤0.01%
1,377
-1,200
3423
$74K ﹤0.01%
18,115
+7,535
3424
$74K ﹤0.01%
4,856
-20,139
3425
$74K ﹤0.01%
5,647
-2,057