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
1576
$1.89M ﹤0.01%
192,522
-20,000
1577
$1.89M ﹤0.01%
130,035
+78,709
1578
$1.89M ﹤0.01%
45,588
+40,925
1579
$1.88M ﹤0.01%
42,330
-14,710
1580
$1.88M ﹤0.01%
50,098
+6,572
1581
$1.88M ﹤0.01%
+189,056
1582
$1.88M ﹤0.01%
155,400
-34,093
1583
$1.88M ﹤0.01%
101,135
+36,858
1584
$1.87M ﹤0.01%
12,140
-14,167
1585
$1.86M ﹤0.01%
101,552
+39,063
1586
$1.86M ﹤0.01%
185,711
1587
$1.86M ﹤0.01%
14,317
-16,541
1588
$1.85M ﹤0.01%
74,768
-198,965
1589
$1.84M ﹤0.01%
58,405
+8,800
1590
$1.84M ﹤0.01%
187,200
1591
$1.83M ﹤0.01%
186,619
1592
$1.83M ﹤0.01%
1,469
-168
1593
$1.83M ﹤0.01%
8,608
-8,603
1594
$1.83M ﹤0.01%
17,705
-2
1595
$1.83M ﹤0.01%
43,985
-21,571
1596
$1.82M ﹤0.01%
76,756
-35,683
1597
$1.82M ﹤0.01%
42,332
-62,428
1598
$1.81M ﹤0.01%
384,332
+246,352
1599
$1.81M ﹤0.01%
180,371
1600
$1.81M ﹤0.01%
28,319
+3,076