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
1051
$5.4M ﹤0.01%
74,827
-12,673
1052
$5.38M ﹤0.01%
67,801
+40,222
1053
$5.37M ﹤0.01%
556,997
+198,829
1054
$5.37M ﹤0.01%
195,868
+84,353
1055
$5.36M ﹤0.01%
57,951
+1,656
1056
$5.35M ﹤0.01%
50,777
+16,422
1057
$5.35M ﹤0.01%
204,075
1058
$5.33M ﹤0.01%
1,805,574
+1,161,986
1059
$5.33M ﹤0.01%
143,994
-74
1060
$5.31M ﹤0.01%
228,431
-50,457
1061
$5.31M ﹤0.01%
532,400
1062
$5.29M ﹤0.01%
166,380
+130,206
1063
$5.28M ﹤0.01%
931,556
+76,134
1064
$5.28M ﹤0.01%
176,249
+8,854
1065
$5.23M ﹤0.01%
83,000
1066
$5.22M ﹤0.01%
62,719
+56,747
1067
$5.22M ﹤0.01%
85,000
1068
$5.21M ﹤0.01%
41,426
+8,329
1069
$5.21M ﹤0.01%
64,000
1070
$5.18M ﹤0.01%
271,206
+230,234
1071
$5.17M ﹤0.01%
629,744
+15,824
1072
$5.15M ﹤0.01%
46,973
-9,799
1073
$5.15M ﹤0.01%
80,000
1074
$5.15M ﹤0.01%
21,298
-719
1075
$5.15M ﹤0.01%
711,940
-6,455