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
1601
$1.8M ﹤0.01%
42,070
-10,654
1602
$1.8M ﹤0.01%
65,444
-11,287
1603
$1.8M ﹤0.01%
+34,931
1604
$1.79M ﹤0.01%
+33,300
1605
$1.79M ﹤0.01%
167,197
+25,274
1606
$1.79M ﹤0.01%
1,344
-768
1607
$1.79M ﹤0.01%
18,004
-14,343
1608
$1.79M ﹤0.01%
56,323
-32,780
1609
$1.78M ﹤0.01%
18,632
-21,364
1610
$1.78M ﹤0.01%
22,682
-6,930
1611
$1.78M ﹤0.01%
60,788
-7,782
1612
$1.78M ﹤0.01%
85,739
-49,108
1613
$1.78M ﹤0.01%
39,105
-616,808
1614
$1.77M ﹤0.01%
49,856
+35,200
1615
$1.77M ﹤0.01%
72,425
+8,694
1616
$1.77M ﹤0.01%
39,809
+35,508
1617
$1.77M ﹤0.01%
176,174
1618
$1.77M ﹤0.01%
+31,458
1619
$1.77M ﹤0.01%
371,991
1620
$1.76M ﹤0.01%
180,079
-23,396
1621
$1.75M ﹤0.01%
356,096
-42,640
1622
$1.75M ﹤0.01%
15,516
-16,054
1623
$1.75M ﹤0.01%
525,387
-590,753
1624
$1.75M ﹤0.01%
123,008
-121,741
1625
$1.75M ﹤0.01%
122,751
+114,042