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
2251
$698K ﹤0.01%
80,543
-60,216
2252
$696K ﹤0.01%
50,779
+18,543
2253
$696K ﹤0.01%
67,791
+6,917
2254
$694K ﹤0.01%
8,718
+1,722
2255
$693K ﹤0.01%
19,486
-10,485
2256
$690K ﹤0.01%
68,700
2257
$690K ﹤0.01%
16,028
+670
2258
$688K ﹤0.01%
18,306
-46,656
2259
$687K ﹤0.01%
41,626
+2,644
2260
$687K ﹤0.01%
16,796
+12,498
2261
$683K ﹤0.01%
28,373
-3,815
2262
$683K ﹤0.01%
20,443
-76
2263
$683K ﹤0.01%
93,861
+1,347
2264
$682K ﹤0.01%
4,558
-7,603
2265
$680K ﹤0.01%
48,619
-76,069
2266
$679K ﹤0.01%
28,607
-33,045
2267
$679K ﹤0.01%
32,980
2268
$678K ﹤0.01%
28,801
-5,686
2269
$677K ﹤0.01%
100,812
+4,298
2270
$676K ﹤0.01%
30,310
-23,057
2271
$676K ﹤0.01%
16,785
+14,933
2272
$676K ﹤0.01%
21,352
+3,987
2273
$676K ﹤0.01%
24,817
-2,441
2274
$673K ﹤0.01%
136,906
+10,763
2275
$671K ﹤0.01%
18,831
-50,482