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
1926
$1.09M ﹤0.01%
44,441
-20,279
1927
$1.09M ﹤0.01%
79,640
+63,734
1928
$1.09M ﹤0.01%
31,577
+9,162
1929
$1.08M ﹤0.01%
10,451
-10,355
1930
$1.08M ﹤0.01%
27,871
-10,808
1931
$1.08M ﹤0.01%
39,564
+648
1932
$1.08M ﹤0.01%
82,563
+10,030
1933
$1.08M ﹤0.01%
14,794
+563
1934
$1.08M ﹤0.01%
10,735
-9,823
1935
$1.08M ﹤0.01%
38,697
+26,140
1936
$1.07M ﹤0.01%
107,981
1937
$1.07M ﹤0.01%
108,287
1938
$1.07M ﹤0.01%
22,345
-7,266
1939
$1.07M ﹤0.01%
38,099
-989,226
1940
$1.07M ﹤0.01%
79,847
+16,692
1941
$1.07M ﹤0.01%
13,179
-16,787
1942
$1.07M ﹤0.01%
62,963
+13,933
1943
$1.07M ﹤0.01%
106,268
+105,510
1944
$1.06M ﹤0.01%
52,222
+28,056
1945
$1.06M ﹤0.01%
53
1946
$1.06M ﹤0.01%
312,146
-35
1947
$1.06M ﹤0.01%
14,973
+5,438
1948
$1.06M ﹤0.01%
23,436
-29,168
1949
$1.06M ﹤0.01%
22,396
-16,055
1950
$1.06M ﹤0.01%
12,887
-8,638