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
2426
$522K ﹤0.01%
53,177
2427
$521K ﹤0.01%
1,310
-750
2428
$520K ﹤0.01%
4,793
-6,588
2429
$518K ﹤0.01%
26,136
-16,936
2430
$516K ﹤0.01%
20,817
-581
2431
$516K ﹤0.01%
15,901
-10,639
2432
$515K ﹤0.01%
13,928
-23,877
2433
$515K ﹤0.01%
+115,908
2434
$513K ﹤0.01%
+3,437
2435
$513K ﹤0.01%
52,498
2436
$512K ﹤0.01%
9,304
-13,196
2437
$511K ﹤0.01%
16,400
-73
2438
$510K ﹤0.01%
24,963
+17,279
2439
$509K ﹤0.01%
7,830
+4,245
2440
$509K ﹤0.01%
14,599
+3,216
2441
$509K ﹤0.01%
50,000
2442
$508K ﹤0.01%
20,160
-18,306
2443
$508K ﹤0.01%
5,129
-2,979
2444
$506K ﹤0.01%
15,613
-21,313
2445
$506K ﹤0.01%
25,105
-43,734
2446
$506K ﹤0.01%
50,000
2447
$505K ﹤0.01%
14,056
-25,720
2448
$505K ﹤0.01%
18,433
-29,089
2449
$505K ﹤0.01%
51,527
2450
$504K ﹤0.01%
18,709
-1,583