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
1251
$3.44M ﹤0.01%
68,244
+25,979
1252
$3.44M ﹤0.01%
59,062
+27,736
1253
$3.43M ﹤0.01%
96,057
+34,692
1254
$3.41M ﹤0.01%
278,383
-10,657
1255
$3.4M ﹤0.01%
396,287
-206,350
1256
$3.4M ﹤0.01%
343,294
1257
$3.4M ﹤0.01%
240,009
-6,857
1258
$3.4M ﹤0.01%
27,917
-4,546
1259
$3.39M ﹤0.01%
161,085
+36,040
1260
$3.39M ﹤0.01%
378,473
-928,861
1261
$3.39M ﹤0.01%
47,236
-54,764
1262
$3.38M ﹤0.01%
+350,000
1263
$3.37M ﹤0.01%
471,106
-595,293
1264
$3.37M ﹤0.01%
74,168
+72,787
1265
$3.37M ﹤0.01%
342,431
+25,000
1266
$3.33M ﹤0.01%
93,652
+13,443
1267
$3.33M ﹤0.01%
86,881
+40,258
1268
$3.33M ﹤0.01%
72,656
+42,002
1269
$3.33M ﹤0.01%
164,785
-31,581
1270
$3.33M ﹤0.01%
43,193
-72,793
1271
$3.32M ﹤0.01%
17,569
+729
1272
$3.32M ﹤0.01%
80,000
1273
$3.32M ﹤0.01%
334,733
1274
$3.32M ﹤0.01%
115,208
+115,181
1275
$3.3M ﹤0.01%
149,455
+117,754