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
1001
$6.08M ﹤0.01%
123,680
+38,469
1002
$6.07M ﹤0.01%
616,388
1003
$6.07M ﹤0.01%
82,970
+7,285
1004
$6.05M ﹤0.01%
216,641
+32,584
1005
$6.05M ﹤0.01%
106,243
+51,862
1006
$6.03M ﹤0.01%
222,314
-67,539
1007
$6.01M ﹤0.01%
+600,000
1008
$6M ﹤0.01%
259,528
+96,174
1009
$5.99M ﹤0.01%
112,044
+50,170
1010
$5.99M ﹤0.01%
57,207
-9,129
1011
$5.97M ﹤0.01%
1,500,000
1012
$5.95M ﹤0.01%
286,829
-195,837
1013
$5.92M ﹤0.01%
258,972
+60,001
1014
$5.91M ﹤0.01%
153,054
+43,887
1015
$5.91M ﹤0.01%
279,570
-1,334,652
1016
$5.85M ﹤0.01%
107,061
-37,378
1017
$5.85M ﹤0.01%
137,250
-14,187
1018
$5.85M ﹤0.01%
107,542
-197,413
1019
$5.83M ﹤0.01%
218,404
+24,473
1020
$5.81M ﹤0.01%
139,610
+108,703
1021
$5.75M ﹤0.01%
434,322
+66,430
1022
$5.74M ﹤0.01%
70,816
+40,175
1023
$5.73M ﹤0.01%
164,004
-99,743
1024
$5.72M ﹤0.01%
99,039
-42,303
1025
$5.71M ﹤0.01%
171,164
-21,216