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
1201
$3.93M ﹤0.01%
112,811
+108,492
1202
$3.93M ﹤0.01%
44,616
+25,420
1203
$3.92M ﹤0.01%
391,200
1204
$3.91M ﹤0.01%
371,088
-540,830
1205
$3.9M ﹤0.01%
150,804
-5,088
1206
$3.9M ﹤0.01%
480,884
+418,167
1207
$3.89M ﹤0.01%
48,382
-989,114
1208
$3.89M ﹤0.01%
387,948
+150,000
1209
$3.89M ﹤0.01%
47,340
+18,477
1210
$3.85M ﹤0.01%
92,799
+12,029
1211
$3.84M ﹤0.01%
283,173
+282,574
1212
$3.81M ﹤0.01%
74,700
+43,141
1213
$3.81M ﹤0.01%
12,548
+3,323
1214
$3.79M ﹤0.01%
385,759
-59,736
1215
$3.79M ﹤0.01%
37,940
-3,932
1216
$3.79M ﹤0.01%
100,000
1217
$3.77M ﹤0.01%
116,836
-39,524
1218
$3.77M ﹤0.01%
62,169
+52,186
1219
$3.73M ﹤0.01%
103,000
-56,890
1220
$3.72M ﹤0.01%
97,489
-186,396
1221
$3.71M ﹤0.01%
140,332
-11,102
1222
$3.71M ﹤0.01%
60,144
+28,724
1223
$3.7M ﹤0.01%
22,698
+474
1224
$3.69M ﹤0.01%
372,813
-25,000
1225
$3.69M ﹤0.01%
138,583
-59,610