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
1501
$2.17M ﹤0.01%
199,817
-449,647
1502
$2.17M ﹤0.01%
90,465
+66,744
1503
$2.16M ﹤0.01%
92,048
-174,428
1504
$2.15M ﹤0.01%
40,447
-19,738
1505
$2.15M ﹤0.01%
223,859
-153,427
1506
$2.15M ﹤0.01%
66,759
+5,832
1507
$2.14M ﹤0.01%
35,734
+9,934
1508
$2.14M ﹤0.01%
36,300
+12,423
1509
$2.14M ﹤0.01%
52,386
-3,288
1510
$2.14M ﹤0.01%
13,720
+7,236
1511
$2.13M ﹤0.01%
433
1512
$2.13M ﹤0.01%
113,097
-73,192
1513
$2.13M ﹤0.01%
215,100
1514
$2.12M ﹤0.01%
38,045
-32,702
1515
$2.12M ﹤0.01%
9,793
+2,434
1516
$2.12M ﹤0.01%
215,201
1517
$2.1M ﹤0.01%
18,697
+16,365
1518
$2.1M ﹤0.01%
44,381
-24,714
1519
$2.1M ﹤0.01%
141,290
-41,721
1520
$2.09M ﹤0.01%
75,488
-10,965
1521
$2.09M ﹤0.01%
85,871
-42,697
1522
$2.08M ﹤0.01%
23,052
+15,216
1523
$2.07M ﹤0.01%
182,855
-61,794
1524
$2.06M ﹤0.01%
39,298
+22,041
1525
$2.05M ﹤0.01%
125,407
+122,856