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
1451
$2.32M ﹤0.01%
75,196
+21,343
1452
$2.32M ﹤0.01%
43,905
+7,557
1453
$2.32M ﹤0.01%
84,935
+21,330
1454
$2.32M ﹤0.01%
250,804
-50,011
1455
$2.31M ﹤0.01%
+79,445
1456
$2.3M ﹤0.01%
56,277
+26,530
1457
$2.3M ﹤0.01%
86,426
+11,384
1458
$2.3M ﹤0.01%
235,343
+243
1459
$2.3M ﹤0.01%
264,203
-501,737
1460
$2.3M ﹤0.01%
81,585
+42,732
1461
$2.29M ﹤0.01%
+38,624
1462
$2.29M ﹤0.01%
74,732
+28,864
1463
$2.29M ﹤0.01%
87,336
-90,379
1464
$2.29M ﹤0.01%
12,651
+5,787
1465
$2.29M ﹤0.01%
23,523
+14,362
1466
$2.28M ﹤0.01%
172,615
-85,422
1467
$2.28M ﹤0.01%
66,793
-446,847
1468
$2.27M ﹤0.01%
37,748
-27,193
1469
$2.27M ﹤0.01%
131,055
-45,804
1470
$2.26M ﹤0.01%
21,916
+11,401
1471
$2.26M ﹤0.01%
228,658
1472
$2.25M ﹤0.01%
947,651
-1,736
1473
$2.25M ﹤0.01%
32,325
-15,560
1474
$2.25M ﹤0.01%
107,228
-17,338
1475
$2.25M ﹤0.01%
106,017
-49,403