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
4001
$15K ﹤0.01%
+1,163
4002
$15K ﹤0.01%
1,520
-1,965
4003
$15K ﹤0.01%
594
+510
4004
$15K ﹤0.01%
498
-1,086
4005
$15K ﹤0.01%
442
-1,058
4006
$15K ﹤0.01%
2,180
-4,106
4007
$15K ﹤0.01%
2,443
-5,011
4008
$15K ﹤0.01%
1,033
-1,819
4009
$15K ﹤0.01%
2,206
-5,062
4010
$15K ﹤0.01%
173
-385
4011
$15K ﹤0.01%
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-6,599
4012
$15K ﹤0.01%
5,420
-329,376
4013
$15K ﹤0.01%
972
-2,548
4014
$15K ﹤0.01%
3,140
-1,250
4015
$15K ﹤0.01%
689
-1,590
4016
$14K ﹤0.01%
707
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4017
$14K ﹤0.01%
475
-5
4018
$14K ﹤0.01%
554
-1,222
4019
$14K ﹤0.01%
+223
4020
$14K ﹤0.01%
1,008
-2,170
4021
$14K ﹤0.01%
1,440
-7,668
4022
$14K ﹤0.01%
852
-312
4023
$14K ﹤0.01%
2,385
+634
4024
$14K ﹤0.01%
1,394
-2,339
4025
$14K ﹤0.01%
11,000
-2,111