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
2276
$670K ﹤0.01%
46,002
-20,351
2277
$668K ﹤0.01%
67,698
2278
$667K ﹤0.01%
37,303
-1,143
2279
$667K ﹤0.01%
49,632
-2,735
2280
$666K ﹤0.01%
+67,633
2281
$665K ﹤0.01%
46,524
-10,423
2282
$664K ﹤0.01%
26,449
-17,070
2283
$662K ﹤0.01%
18,963
-43,146
2284
$659K ﹤0.01%
108,780
+78,779
2285
$658K ﹤0.01%
4,587
-18,956
2286
$657K ﹤0.01%
6,150
2287
$655K ﹤0.01%
14,705
-11,391
2288
$654K ﹤0.01%
35,964
+8,171
2289
$653K ﹤0.01%
10,638
+2,250
2290
$651K ﹤0.01%
35,249
-142,924
2291
$651K ﹤0.01%
7,927
-31,524
2292
$650K ﹤0.01%
253,962
-144,200
2293
$649K ﹤0.01%
28,915
+4,510
2294
$645K ﹤0.01%
15,478
-2,954
2295
$645K ﹤0.01%
22,136
-22,493
2296
$645K ﹤0.01%
65,550
+1,263
2297
$645K ﹤0.01%
9,157
-9,319
2298
$645K ﹤0.01%
11,581
-27,061
2299
$644K ﹤0.01%
9,310
2300
$644K ﹤0.01%
22,989
+17,963