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
3826
$25K ﹤0.01%
+250,000
3827
$25K ﹤0.01%
1,583
-3,666
3828
$25K ﹤0.01%
+250,000
3829
$25K ﹤0.01%
+250,000
3830
$25K ﹤0.01%
1,000
3831
$25K ﹤0.01%
628
+167
3832
$25K ﹤0.01%
21,025
-324
3833
$25K ﹤0.01%
+39,900
3834
$25K ﹤0.01%
2,458
-5,710
3835
$24K ﹤0.01%
108
-251
3836
$24K ﹤0.01%
1,859
-90,401
3837
$24K ﹤0.01%
4,023
-37,955
3838
$24K ﹤0.01%
2,434
3839
$24K ﹤0.01%
1,203
-2,823
3840
$24K ﹤0.01%
+8,836
3841
$24K ﹤0.01%
492
3842
$24K ﹤0.01%
246
-317
3843
$23K ﹤0.01%
3,536
-8,365
3844
$23K ﹤0.01%
28
-57
3845
$23K ﹤0.01%
765
3846
$23K ﹤0.01%
166,666
3847
$23K ﹤0.01%
2,203
-5,064
3848
$23K ﹤0.01%
1,098
-2,544
3849
$23K ﹤0.01%
2,575
-996
3850
$23K ﹤0.01%
1,322
-3,039