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
3526
$56K ﹤0.01%
5,600
3527
$55K ﹤0.01%
7,062
+267
3528
$55K ﹤0.01%
20,000
3529
$55K ﹤0.01%
4,136
-1,129
3530
$55K ﹤0.01%
+5,600
3531
$54K ﹤0.01%
21,992
-4,388
3532
$54K ﹤0.01%
16,040
-36,657
3533
$54K ﹤0.01%
2,818
-4,753
3534
$54K ﹤0.01%
4,014
3535
$54K ﹤0.01%
+3,900
3536
$54K ﹤0.01%
2,064
-4,622
3537
$54K ﹤0.01%
1,384
-513
3538
$54K ﹤0.01%
22,347
-7,328
3539
$53K ﹤0.01%
22,586
+21,408
3540
$53K ﹤0.01%
758
-2
3541
$53K ﹤0.01%
+2,100
3542
$53K ﹤0.01%
951
-33
3543
$53K ﹤0.01%
23,092
-35,325
3544
$52K ﹤0.01%
2,155
-1,726
3545
$52K ﹤0.01%
2,473
-5,170
3546
$52K ﹤0.01%
19,777
-141,032
3547
$52K ﹤0.01%
5,856
-13,875
3548
$52K ﹤0.01%
475,000
3549
$51K ﹤0.01%
1,606
3550
$51K ﹤0.01%
11,121
+680