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
$221B
AUM Growth
+$27.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,419
New
Increased
Reduced
Closed

Top Buys

1 +$2.94B
2 +$1.22B
3 +$1.11B
4
MSFT icon
Microsoft
MSFT
+$1.01B
5
PG icon
Procter & Gamble
PG
+$784M

Top Sells

1 +$619M
2 +$582M
3 +$575M
4
LLY icon
Eli Lilly
LLY
+$377M
5
HES
Hess
HES
+$326M

Sector Composition

1 Technology 31.39%
2 Financials 12.71%
3 Consumer Discretionary 10.47%
4 Healthcare 9.99%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3401
$133K ﹤0.01%
45,591
-40,193
3402
$132K ﹤0.01%
+3,100
3403
$132K ﹤0.01%
22,630
-33,563
3404
$132K ﹤0.01%
64,319
-69,369
3405
$132K ﹤0.01%
129,302
-36,064
3406
$132K ﹤0.01%
48,568
-1,259
3407
$132K ﹤0.01%
3,965
-3,922
3408
$132K ﹤0.01%
4,869
-4,698
3409
$131K ﹤0.01%
+58,821
3410
$131K ﹤0.01%
24,291
-19,286
3411
$130K ﹤0.01%
3,052
-2,327
3412
$130K ﹤0.01%
155,163
-172,699
3413
$129K ﹤0.01%
2,672
-2,648
3414
$129K ﹤0.01%
19,242
-13,662
3415
$129K ﹤0.01%
23,192
-22,294
3416
$129K ﹤0.01%
14,700
-16,391
3417
$129K ﹤0.01%
6,935
-6,684
3418
$128K ﹤0.01%
22,574
-14,513
3419
$128K ﹤0.01%
42,136
-39,924
3420
$128K ﹤0.01%
1,276
-290
3421
$127K ﹤0.01%
9,846
-9,885
3422
$126K ﹤0.01%
12,095
-10,240
3423
$126K ﹤0.01%
43,974
-39,399
3424
$125K ﹤0.01%
51,325
-32,561
3425
$125K ﹤0.01%
7,632
-7,211