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
1326
$2.97M ﹤0.01%
+300,000
1327
$2.96M ﹤0.01%
98,657
+75,994
1328
$2.96M ﹤0.01%
304,358
+274,358
1329
$2.96M ﹤0.01%
54,598
-12,146
1330
$2.96M ﹤0.01%
416,654
+159,283
1331
$2.95M ﹤0.01%
300,156
-19,117
1332
$2.95M ﹤0.01%
79,033
-242,320
1333
$2.94M ﹤0.01%
64,316
+29,579
1334
$2.94M ﹤0.01%
300,000
1335
$2.93M ﹤0.01%
299,322
1336
$2.93M ﹤0.01%
38,912
-131,165
1337
$2.93M ﹤0.01%
36,906
-11,764
1338
$2.92M ﹤0.01%
210,964
-148,328
1339
$2.92M ﹤0.01%
16,685
+5,349
1340
$2.91M ﹤0.01%
25,696
-9,256
1341
$2.91M ﹤0.01%
292,869
1342
$2.9M ﹤0.01%
33,718
-43,815
1343
$2.9M ﹤0.01%
46,498
+1,988
1344
$2.9M ﹤0.01%
24,873
-47,017
1345
$2.9M ﹤0.01%
49,933
-4,143
1346
$2.88M ﹤0.01%
52,425
+732
1347
$2.88M ﹤0.01%
205,565
-20,946
1348
$2.86M ﹤0.01%
28,612
+21,545
1349
$2.85M ﹤0.01%
245,849
-92,381
1350
$2.85M ﹤0.01%
631,447
+630,778