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
1976
$1.02M ﹤0.01%
13,580
+3,729
1977
$1.01M ﹤0.01%
28,145
-9,321
1978
$1.01M ﹤0.01%
44,599
-97,541
1979
$1.01M ﹤0.01%
101,499
1980
$1.01M ﹤0.01%
22,352
-18,061
1981
$1.01M ﹤0.01%
239,477
-860
1982
$1.01M ﹤0.01%
72,778
-185,970
1983
$1.01M ﹤0.01%
3,086
+2,586
1984
$1M ﹤0.01%
25,507
-39,937
1985
$1M ﹤0.01%
14,954
+6,828
1986
$1M ﹤0.01%
52,724
+31,804
1987
$1M ﹤0.01%
46,769
-82,272
1988
$1M ﹤0.01%
23,163
+3,590
1989
$1M ﹤0.01%
33,700
+4,912
1990
$1M ﹤0.01%
68,328
+22,229
1991
$1M ﹤0.01%
13,372
+386
1992
$1M ﹤0.01%
100,000
1993
$1M ﹤0.01%
36,236
+36,194
1994
$999K ﹤0.01%
30,385
-93,015
1995
$998K ﹤0.01%
101,500
-28,502
1996
$996K ﹤0.01%
99,372
1997
$995K ﹤0.01%
100,000
1998
$994K ﹤0.01%
44,121
-7,867
1999
$993K ﹤0.01%
20,105
-10,416
2000
$993K ﹤0.01%
100,000