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
3926
$19K ﹤0.01%
917
-2,066
3927
$19K ﹤0.01%
937
-2,148
3928
$19K ﹤0.01%
1,153
-2,621
3929
$19K ﹤0.01%
1,126
3930
$19K ﹤0.01%
1,749
-4,095
3931
$19K ﹤0.01%
3,600
-9
3932
$19K ﹤0.01%
+125,000
3933
$19K ﹤0.01%
+4,219
3934
$19K ﹤0.01%
1,900
-19,572
3935
$19K ﹤0.01%
1,375
-2,958
3936
$19K ﹤0.01%
2,745
-1,867
3937
$19K ﹤0.01%
43,086
-324,631
3938
$19K ﹤0.01%
1,510
-4,215
3939
$19K ﹤0.01%
6,299
+6,249
3940
$19K ﹤0.01%
3,088
-6,062
3941
$19K ﹤0.01%
3,867
3942
$19K ﹤0.01%
+931
3943
$19K ﹤0.01%
1,044
3944
$19K ﹤0.01%
919
-2,030
3945
$19K ﹤0.01%
1,970
-1,668
3946
$18K ﹤0.01%
1,105
-2,056
3947
$18K ﹤0.01%
+431
3948
$18K ﹤0.01%
7,214
-4,997
3949
$18K ﹤0.01%
2,467
3950
$18K ﹤0.01%
790
-1,680