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
851
$9.04M 0.01%
608,854
+99,040
852
$8.97M 0.01%
161,692
+21,270
853
$8.95M 0.01%
517,565
+446,565
854
$8.94M 0.01%
40,094
+39,574
855
$8.92M 0.01%
601,039
+321,765
856
$8.89M 0.01%
258,080
+36,673
857
$8.89M 0.01%
261,251
-15,668
858
$8.86M 0.01%
210,779
+25,219
859
$8.86M 0.01%
228,240
+172,150
860
$8.86M 0.01%
894,758
861
$8.83M 0.01%
95,777
-1,177,194
862
$8.78M 0.01%
87,160
-69,354
863
$8.75M 0.01%
1,501,156
+1,270,675
864
$8.75M 0.01%
953,214
+182,992
865
$8.74M 0.01%
72,870
+13,592
866
$8.74M 0.01%
262,449
+5,617
867
$8.73M 0.01%
229,079
-86,015
868
$8.71M 0.01%
82,656
+3,536
869
$8.67M 0.01%
225,562
+175,529
870
$8.64M 0.01%
535,441
-255,707
871
$8.62M 0.01%
107,804
-22,164
872
$8.61M 0.01%
80,483
-43,522
873
$8.61M 0.01%
819,377
+12,806
874
$8.47M 0.01%
72,684
+6,555
875
$8.44M 0.01%
845,122
+94,003