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
2451
$504K ﹤0.01%
+49,866
2452
$503K ﹤0.01%
12,867
-73,831
2453
$503K ﹤0.01%
36,380
-61,429
2454
$503K ﹤0.01%
+168,103
2455
$503K ﹤0.01%
116,545
+8,198
2456
$502K ﹤0.01%
6,013
+555
2457
$502K ﹤0.01%
9,018
-23,226
2458
$502K ﹤0.01%
23,176
+9,287
2459
$502K ﹤0.01%
51,000
-18,388
2460
$502K ﹤0.01%
20,838
-34
2461
$501K ﹤0.01%
16,991
-16,649
2462
$501K ﹤0.01%
32,275
-34,705
2463
$500K ﹤0.01%
181,893
-211,633
2464
$499K ﹤0.01%
7,472
+5,976
2465
$499K ﹤0.01%
18,862
-10,498
2466
$498K ﹤0.01%
50,000
2467
$496K ﹤0.01%
25,896
-8,983
2468
$496K ﹤0.01%
50,000
+25,126
2469
$495K ﹤0.01%
37,537
-11,610
2470
$495K ﹤0.01%
12,909
-20,253
2471
$495K ﹤0.01%
18,044
-38,650
2472
$494K ﹤0.01%
35,743
-43,641
2473
$494K ﹤0.01%
20,863
+3,602
2474
$494K ﹤0.01%
50,000
2475
$493K ﹤0.01%
17,169
+2,471