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
2151
$814K ﹤0.01%
81,641
+50,000
2152
$812K ﹤0.01%
+15,895
2153
$812K ﹤0.01%
20,717
+20,387
2154
$811K ﹤0.01%
20,221
-32,522
2155
$807K ﹤0.01%
103,427
-1,798
2156
$805K ﹤0.01%
80,585
-18,115
2157
$803K ﹤0.01%
33,763
-10,395
2158
$801K ﹤0.01%
45,336
-21,407
2159
$800K ﹤0.01%
11,913
-12,263
2160
$799K ﹤0.01%
32,077
-70,917
2161
$799K ﹤0.01%
10,506
+4,417
2162
$798K ﹤0.01%
15,025
-10,672
2163
$796K ﹤0.01%
25,931
-11,631
2164
$795K ﹤0.01%
43,505
-48,592
2165
$795K ﹤0.01%
53,700
-744
2166
$793K ﹤0.01%
40,886
-95,626
2167
$792K ﹤0.01%
54,338
-26,437
2168
$792K ﹤0.01%
179,324
+18,510
2169
$788K ﹤0.01%
10,003
-15,824
2170
$786K ﹤0.01%
16,428
-10,287
2171
$782K ﹤0.01%
79,592
2172
$782K ﹤0.01%
78,240
-21,627
2173
$780K ﹤0.01%
33,427
+21,842
2174
$775K ﹤0.01%
143,834
+75,669
2175
$763K ﹤0.01%
85,501
-26,068