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
3751
$31K ﹤0.01%
4,922
-4,028
3752
$31K ﹤0.01%
+1,563
3753
$31K ﹤0.01%
1,600
+1,446
3754
$30K ﹤0.01%
8,892
-8,533
3755
$30K ﹤0.01%
3,996
-23,647
3756
$30K ﹤0.01%
+593
3757
$30K ﹤0.01%
1,475
-3,368
3758
$30K ﹤0.01%
+13,582
3759
$30K ﹤0.01%
1,852
-1,471
3760
$30K ﹤0.01%
5,216
-1,850
3761
$30K ﹤0.01%
12,855
-1,500
3762
$30K ﹤0.01%
18,822
+17,630
3763
$30K ﹤0.01%
5,442
-2,401
3764
$30K ﹤0.01%
34
-27
3765
$30K ﹤0.01%
10,154
-4,115
3766
$29K ﹤0.01%
632
-1,415
3767
$29K ﹤0.01%
776
-332
3768
$29K ﹤0.01%
1,613
-2,610
3769
$29K ﹤0.01%
2,432
-1,063
3770
$29K ﹤0.01%
713
-1,462
3771
$29K ﹤0.01%
5,192
-1,018
3772
$29K ﹤0.01%
379
-864
3773
$29K ﹤0.01%
1,751
+1,716
3774
$29K ﹤0.01%
3,269
-2,536
3775
$29K ﹤0.01%
1,825
-4,206