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
1101
$4.97M ﹤0.01%
490,651
1102
$4.97M ﹤0.01%
621,896
-360
1103
$4.92M ﹤0.01%
210,130
+138,352
1104
$4.92M ﹤0.01%
222,330
+18,991
1105
$4.91M ﹤0.01%
266,436
+98,165
1106
$4.91M ﹤0.01%
70,652
+13,161
1107
$4.9M ﹤0.01%
500,000
1108
$4.9M ﹤0.01%
143,263
-536,053
1109
$4.89M ﹤0.01%
2,452
1110
$4.88M ﹤0.01%
497,762
-21,627
1111
$4.87M ﹤0.01%
25,808
+1,703
1112
$4.86M ﹤0.01%
188,738
+44,786
1113
$4.86M ﹤0.01%
270,424
+42,167
1114
$4.85M ﹤0.01%
187,342
+26,165
1115
$4.83M ﹤0.01%
138,854
-1,381,780
1116
$4.82M ﹤0.01%
482,724
1117
$4.82M ﹤0.01%
309,399
-49,073
1118
$4.8M ﹤0.01%
149,838
+3,139
1119
$4.79M ﹤0.01%
255,144
+10,060
1120
$4.79M ﹤0.01%
301,389
+2,761
1121
$4.78M ﹤0.01%
141,609
-134,559
1122
$4.76M ﹤0.01%
30,827
+291
1123
$4.76M ﹤0.01%
484,560
+15,130
1124
$4.75M ﹤0.01%
1,462,089
-39,185
1125
$4.74M ﹤0.01%
295,704
+287,208