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
201
$82M 0.05%
921,188
+355,491
202
$81.2M 0.05%
1,397,575
-12,319
203
$81M 0.05%
407,070
-173,956
204
$80.4M 0.05%
719,177
-278,133
205
$80.1M 0.05%
2,925,536
+242,370
206
$79.8M 0.05%
446,181
-373,822
207
$79.8M 0.05%
2,511,199
-206,094
208
$79.5M 0.05%
249,154
-258,961
209
$79.4M 0.05%
1,680,132
+420,751
210
$78.7M 0.05%
526,385
+72,595
211
$78.5M 0.05%
1,424,427
+292,316
212
$78.4M 0.05%
953,160
-455,972
213
$78.1M 0.05%
3,165,088
+68,575
214
$78M 0.05%
727,313
-404,659
215
$77.2M 0.05%
4,609,125
-1,488,634
216
$76.1M 0.05%
1,919,574
-398,148
217
$76M 0.05%
2,436,023
-493,542
218
$75.2M 0.05%
1,054,160
-195,247
219
$74.8M 0.05%
479,839
+210,501
220
$74.6M 0.05%
1,126,660
-212,005
221
$74.4M 0.05%
935,472
-54,877
222
$74.3M 0.05%
586,583
-52,139
223
$74M 0.05%
2,258,804
+1,520,871
224
$73.8M 0.05%
1,771,569
+1,739,685
225
$72.9M 0.04%
630,219
-330,333