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
2051
$948K ﹤0.01%
+95,000
2052
$944K ﹤0.01%
16,989
-26,385
2053
$940K ﹤0.01%
41,675
-16,916
2054
$940K ﹤0.01%
95,869
2055
$938K ﹤0.01%
11,506
-19,613
2056
$938K ﹤0.01%
35,170
-108,458
2057
$938K ﹤0.01%
+43,428
2058
$938K ﹤0.01%
+94,853
2059
$937K ﹤0.01%
6,911
-760
2060
$936K ﹤0.01%
23,609
+5,743
2061
$936K ﹤0.01%
27,621
-107,071
2062
$936K ﹤0.01%
33,917
+21,197
2063
$935K ﹤0.01%
48,074
-16,233
2064
$933K ﹤0.01%
35,904
+27,902
2065
$933K ﹤0.01%
95,050
2066
$932K ﹤0.01%
14,096
-10,197
2067
$929K ﹤0.01%
54,932
+21,947
2068
$928K ﹤0.01%
8,169
-5,864
2069
$925K ﹤0.01%
1,866
+1,509
2070
$924K ﹤0.01%
13,584
+4,655
2071
$924K ﹤0.01%
92,500
-21,494
2072
$923K ﹤0.01%
45,709
-1,681
2073
$923K ﹤0.01%
28,145
-8,755
2074
$923K ﹤0.01%
283,160
-34,500
2075
$922K ﹤0.01%
60,448
-24,853