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
1551
$1.97M ﹤0.01%
200,000
-21,560
1552
$1.97M ﹤0.01%
44,119
+30,771
1553
$1.97M ﹤0.01%
196,952
1554
$1.96M ﹤0.01%
36,068
+1,890
1555
$1.95M ﹤0.01%
100,639
+4,399
1556
$1.95M ﹤0.01%
20,451
-18,823
1557
$1.95M ﹤0.01%
199,175
+42,180
1558
$1.95M ﹤0.01%
54,009
-17,472
1559
$1.95M ﹤0.01%
51,889
-133
1560
$1.95M ﹤0.01%
195,218
1561
$1.95M ﹤0.01%
47,671
-5,372
1562
$1.94M ﹤0.01%
9,883
-7,457
1563
$1.93M ﹤0.01%
40,316
+13,261
1564
$1.92M ﹤0.01%
192,909
1565
$1.92M ﹤0.01%
53,970
-170,565
1566
$1.92M ﹤0.01%
82,177
-69,518
1567
$1.92M ﹤0.01%
49,785
-5,235
1568
$1.92M ﹤0.01%
113,964
-918
1569
$1.91M ﹤0.01%
72,185
+32,482
1570
$1.91M ﹤0.01%
16,047
-7,745
1571
$1.91M ﹤0.01%
191,907
+7,193
1572
$1.9M ﹤0.01%
274,297
+74,335
1573
$1.9M ﹤0.01%
16,500
1574
$1.9M ﹤0.01%
18,915
+1,125
1575
$1.9M ﹤0.01%
65,549
-3,774