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
1076
$5.1M ﹤0.01%
38,770
-24,713
1077
$5.1M ﹤0.01%
74,774
-10,534
1078
$5.09M ﹤0.01%
212,287
+85,912
1079
$5.09M ﹤0.01%
227,900
+9,455
1080
$5.06M ﹤0.01%
45,010
+12,205
1081
$5.06M ﹤0.01%
51,668
-30,071
1082
$5.05M ﹤0.01%
218,987
-1,565,711
1083
$5.04M ﹤0.01%
371,961
+177,936
1084
$5.04M ﹤0.01%
104,236
-4,569
1085
$5.03M ﹤0.01%
297,218
+179,682
1086
$5.03M ﹤0.01%
346,213
-41,494
1087
$5.03M ﹤0.01%
500,000
1088
$5.02M ﹤0.01%
47,000
+38,517
1089
$5.02M ﹤0.01%
80,000
1090
$5.01M ﹤0.01%
515,200
1091
$5.01M ﹤0.01%
80,114
+31,123
1092
$5M ﹤0.01%
+500,000
1093
$5M ﹤0.01%
+500,000
1094
$5M ﹤0.01%
117,599
+26,534
1095
$5M ﹤0.01%
+500,000
1096
$4.99M ﹤0.01%
500,000
1097
$4.99M ﹤0.01%
+16,667
1098
$4.99M ﹤0.01%
500,000
1099
$4.98M ﹤0.01%
500,000
1100
$4.98M ﹤0.01%
195,000