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
3676
$37K ﹤0.01%
1,556
-3,467
3677
$37K ﹤0.01%
817
-341
3678
$37K ﹤0.01%
326
-1,075
3679
$37K ﹤0.01%
1,134
-2,315
3680
$36K ﹤0.01%
10,899
+9,066
3681
$36K ﹤0.01%
+357
3682
$36K ﹤0.01%
11,293
+8,838
3683
$36K ﹤0.01%
+662
3684
$36K ﹤0.01%
6,587
+5,343
3685
$36K ﹤0.01%
+5,000
3686
$36K ﹤0.01%
613
+324
3687
$36K ﹤0.01%
1,000
3688
$36K ﹤0.01%
6,484
3689
$36K ﹤0.01%
7,255
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3690
$36K ﹤0.01%
1,922
-4,250
3691
$36K ﹤0.01%
389
3692
$36K ﹤0.01%
+1,591
3693
$36K ﹤0.01%
1,617
-3,716
3694
$36K ﹤0.01%
5,677
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3695
$35K ﹤0.01%
2,404
-1,598
3696
$35K ﹤0.01%
900
3697
$35K ﹤0.01%
3,110
-7,882
3698
$35K ﹤0.01%
6,571
3699
$35K ﹤0.01%
+1,366
3700
$35K ﹤0.01%
+250,000