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
3526
$93K ﹤0.01%
56,080
3527
$92K ﹤0.01%
28,318
-15,920
3528
$92K ﹤0.01%
17,324
3529
$92K ﹤0.01%
+1,199
3530
$91K ﹤0.01%
1,924
-680
3531
$91K ﹤0.01%
+5,904
3532
$91K ﹤0.01%
1,941
3533
$90K ﹤0.01%
42,112
-1,414
3534
$90K ﹤0.01%
2,975
-2,812
3535
$90K ﹤0.01%
5,565
-4,190
3536
$89K ﹤0.01%
5,217
-2,132
3537
$89K ﹤0.01%
16,342
+8,760
3538
$89K ﹤0.01%
2,735
3539
$89K ﹤0.01%
3,917
-3,803
3540
$89K ﹤0.01%
67,928
-68,043
3541
$88K ﹤0.01%
37,699
-4,098
3542
$88K ﹤0.01%
8,195
-7,982
3543
$88K ﹤0.01%
2,250
3544
$88K ﹤0.01%
9,790
3545
$86K ﹤0.01%
14,951
-11,740
3546
$86K ﹤0.01%
13,428
-12,037
3547
$86K ﹤0.01%
16,102
-19,928
3548
$86K ﹤0.01%
9,147
3549
$86K ﹤0.01%
+3,861
3550
$86K ﹤0.01%
6,182