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
1851
$1.23M ﹤0.01%
20,200
+15,175
1852
$1.23M ﹤0.01%
46,064
-47,478
1853
$1.22M ﹤0.01%
11,875
+9,092
1854
$1.22M ﹤0.01%
66,857
-222,214
1855
$1.22M ﹤0.01%
23,258
+30
1856
$1.22M ﹤0.01%
34,599
-5,639
1857
$1.22M ﹤0.01%
11,098
-15,322
1858
$1.21M ﹤0.01%
120,400
1859
$1.21M ﹤0.01%
27,383
+1,383
1860
$1.21M ﹤0.01%
123,390
1861
$1.2M ﹤0.01%
12,586
-17,512
1862
$1.2M ﹤0.01%
28,201
-5,174
1863
$1.2M ﹤0.01%
24,702
-29,996
1864
$1.2M ﹤0.01%
75,264
-36,736
1865
$1.2M ﹤0.01%
20,075
+473
1866
$1.19M ﹤0.01%
121,579
1867
$1.19M ﹤0.01%
30,343
-6,983
1868
$1.19M ﹤0.01%
42,556
-1,569
1869
$1.19M ﹤0.01%
110,415
-18,889
1870
$1.19M ﹤0.01%
479,913
+14,867
1871
$1.18M ﹤0.01%
144,023
1872
$1.18M ﹤0.01%
30,469
+15,444
1873
$1.18M ﹤0.01%
258,326
+97,772
1874
$1.17M ﹤0.01%
113,245
-1,471
1875
$1.17M ﹤0.01%
58,526
+48,474