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
3901
$20K ﹤0.01%
412
-911
3902
$20K ﹤0.01%
6,671
-15,547
3903
$20K ﹤0.01%
+431
3904
$20K ﹤0.01%
522
-1,129
3905
$20K ﹤0.01%
808
-1,846
3906
$20K ﹤0.01%
18,325
-43,102
3907
$20K ﹤0.01%
300
3908
$20K ﹤0.01%
+2,933
3909
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509
3910
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491
-653
3911
$20K ﹤0.01%
672
-1,558
3912
$20K ﹤0.01%
267
-103
3913
$20K ﹤0.01%
1,119
-12,618
3914
$20K ﹤0.01%
2,087
-6,446
3915
$20K ﹤0.01%
1,014
-2,410
3916
$20K ﹤0.01%
350
-790
3917
$20K ﹤0.01%
300
-23,255
3918
$20K ﹤0.01%
828
-1,166
3919
$20K ﹤0.01%
532
-1,189
3920
$20K ﹤0.01%
813
-1,798
3921
$20K ﹤0.01%
5,000
3922
$20K ﹤0.01%
1,828
-3,278
3923
$20K ﹤0.01%
153
-16
3924
$20K ﹤0.01%
2,083
3925
$19K ﹤0.01%
700
-1,440