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
2126
$847K ﹤0.01%
85,389
2127
$842K ﹤0.01%
12,845
-3,266
2128
$840K ﹤0.01%
34,750
-2,517
2129
$838K ﹤0.01%
50,784
+9,349
2130
$838K ﹤0.01%
50,415
-36,470
2131
$838K ﹤0.01%
202,478
2132
$837K ﹤0.01%
39,221
-78,862
2133
$837K ﹤0.01%
29,004
-4,043
2134
$836K ﹤0.01%
237,130
-285,676
2135
$836K ﹤0.01%
29,235
+2,599
2136
$834K ﹤0.01%
25,861
+4,777
2137
$832K ﹤0.01%
12,528
-35,782
2138
$830K ﹤0.01%
11,048
+9,138
2139
$828K ﹤0.01%
28,293
-66,417
2140
$828K ﹤0.01%
83,188
2141
$827K ﹤0.01%
23,822
-20,754
2142
$826K ﹤0.01%
28,297
-68,227
2143
$825K ﹤0.01%
34,052
+8,780
2144
$824K ﹤0.01%
33,748
-109,054
2145
$821K ﹤0.01%
23,166
-59,396
2146
$820K ﹤0.01%
21,933
2147
$819K ﹤0.01%
6,759
-12,244
2148
$819K ﹤0.01%
270,286
-189,623
2149
$818K ﹤0.01%
954,317
+800,000
2150
$815K ﹤0.01%
41,517
-2,305