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
2351
$607K ﹤0.01%
40,200
-26,793
2352
$606K ﹤0.01%
16,903
-28,749
2353
$604K ﹤0.01%
42,966
-9,230
2354
$602K ﹤0.01%
29,439
-30,804
2355
$601K ﹤0.01%
+8,732
2356
$601K ﹤0.01%
+61,113
2357
$600K ﹤0.01%
+126,273
2358
$600K ﹤0.01%
21,141
+1,422
2359
$599K ﹤0.01%
7,292
-31,663
2360
$598K ﹤0.01%
42,186
-17,511
2361
$598K ﹤0.01%
20,338
-1,956
2362
$598K ﹤0.01%
30,661
-7,052
2363
$596K ﹤0.01%
73,719
+35,276
2364
$595K ﹤0.01%
32,105
-14,339
2365
$594K ﹤0.01%
96,501
+22,056
2366
$593K ﹤0.01%
7,982
-82,665
2367
$592K ﹤0.01%
44,276
+3,084
2368
$590K ﹤0.01%
31,260
-18,802
2369
$590K ﹤0.01%
75,221
-8,227
2370
$589K ﹤0.01%
10,785
-9,253
2371
$589K ﹤0.01%
+59,998
2372
$588K ﹤0.01%
30,196
-29,010
2373
$585K ﹤0.01%
33,327
-34,890
2374
$585K ﹤0.01%
58,646
2375
$583K ﹤0.01%
19,770
-77,617