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
1826
$1.3M ﹤0.01%
53,787
-1,195
1827
$1.3M ﹤0.01%
133,703
-58,869
1828
$1.3M ﹤0.01%
10,521
+7,273
1829
$1.29M ﹤0.01%
261,487
+4,207
1830
$1.28M ﹤0.01%
19,630
+14,208
1831
$1.28M ﹤0.01%
25,441
-2,427
1832
$1.28M ﹤0.01%
507,552
-10,585
1833
$1.27M ﹤0.01%
87,963
+74,857
1834
$1.27M ﹤0.01%
54,111
-23,742
1835
$1.27M ﹤0.01%
29,199
-33,437
1836
$1.27M ﹤0.01%
23,664
+23,657
1837
$1.26M ﹤0.01%
1,148,905
+1,048,349
1838
$1.26M ﹤0.01%
482,172
-22,000
1839
$1.26M ﹤0.01%
99,053
-69,773
1840
$1.26M ﹤0.01%
108,532
1841
$1.26M ﹤0.01%
30,738
-33,727
1842
$1.26M ﹤0.01%
31,091
-9,372
1843
$1.25M ﹤0.01%
39,125
-23,623
1844
$1.25M ﹤0.01%
15,025
-7,635
1845
$1.25M ﹤0.01%
120,816
-63,388
1846
$1.25M ﹤0.01%
19,626
+17,735
1847
$1.25M ﹤0.01%
125,618
1848
$1.24M ﹤0.01%
35,443
-117,213
1849
$1.24M ﹤0.01%
48,159
+27,346
1850
$1.23M ﹤0.01%
124,860