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
2301
$644K ﹤0.01%
10,318
-16,293
2302
$644K ﹤0.01%
71,996
+6,342
2303
$641K ﹤0.01%
17,718
-9,255
2304
$641K ﹤0.01%
12,483
-13,100
2305
$641K ﹤0.01%
63,700
2306
$640K ﹤0.01%
84,780
-9,318
2307
$637K ﹤0.01%
59,614
-51,540
2308
$636K ﹤0.01%
25,679
-62,765
2309
$636K ﹤0.01%
64,815
+39,815
2310
$635K ﹤0.01%
90,344
+70,862
2311
$634K ﹤0.01%
34,728
-8,527
2312
$634K ﹤0.01%
30,928
+1,995
2313
$634K ﹤0.01%
20,175
+16,187
2314
$630K ﹤0.01%
48,932
+5,679
2315
$629K ﹤0.01%
74,353
-392,471
2316
$629K ﹤0.01%
138,836
+15,927
2317
$629K ﹤0.01%
8,929
+5,449
2318
$628K ﹤0.01%
26,838
+18,713
2319
$627K ﹤0.01%
13,951
+5,100
2320
$627K ﹤0.01%
12,079
+3,891
2321
$627K ﹤0.01%
18,945
-1,100
2322
$625K ﹤0.01%
8,478
-9,246
2323
$625K ﹤0.01%
45,206
+24,790
2324
$624K ﹤0.01%
24,159
-23,815
2325
$623K ﹤0.01%
163,428
-194,205