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
2176
$762K ﹤0.01%
100,585
-36,371
2177
$759K ﹤0.01%
6,706
-6,349
2178
$759K ﹤0.01%
16,018
-36,073
2179
$759K ﹤0.01%
12,154
+5,615
2180
$758K ﹤0.01%
195,475
-4,163
2181
$758K ﹤0.01%
10,226
-3,894
2182
$756K ﹤0.01%
55,620
-13,920
2183
$755K ﹤0.01%
29,000
+4,000
2184
$755K ﹤0.01%
40,334
-6,570
2185
$755K ﹤0.01%
76,214
-13,999
2186
$754K ﹤0.01%
16,079
-5,368
2187
$748K ﹤0.01%
16,222
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2188
$747K ﹤0.01%
26,628
-33,966
2189
$746K ﹤0.01%
39,383
-9,152
2190
$746K ﹤0.01%
76,338
2191
$746K ﹤0.01%
3,719
+2,512
2192
$744K ﹤0.01%
58,900
-106,100
2193
$742K ﹤0.01%
34,836
-3,102
2194
$742K ﹤0.01%
26,685
-23,723
2195
$742K ﹤0.01%
+29,334
2196
$742K ﹤0.01%
19,136
-21,313
2197
$741K ﹤0.01%
31,326
+6,992
2198
$738K ﹤0.01%
45,570
-14,689
2199
$737K ﹤0.01%
9,113
-14,597
2200
$737K ﹤0.01%
19,058
-61,650