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
426
$64.7M 0.02%
1,235,385
-511,475
427
$64.7M 0.02%
818,499
+289,288
428
$64.2M 0.02%
349,700
-174,299
429
$63.9M 0.02%
334,723
+37,850
430
$63.9M 0.02%
189,650
-53,020
431
$63.8M 0.02%
527,556
-242,573
432
$63.7M 0.02%
380,998
-35,293
433
$63.7M 0.02%
654,688
-289,301
434
$63.4M 0.02%
897,007
-58,026
435
$63.3M 0.02%
509,817
+35,125
436
$63M 0.02%
480,622
+158,604
437
$62.7M 0.02%
471,395
+90,244
438
$62.7M 0.02%
430,276
-6,369
439
$62.5M 0.02%
804,333
-29,826
440
$62.4M 0.02%
1,241,820
+157,064
441
$62.4M 0.02%
790,836
+62,099
442
$62.3M 0.02%
597,448
+9,082
443
$62.2M 0.02%
1,693,893
+781,064
444
$61.9M 0.02%
696,597
-311,886
445
$61.8M 0.02%
1,874,840
-175,758
446
$61.4M 0.02%
2,203,535
-257,815
447
$61.4M 0.02%
391,452
-184,482
448
$60.8M 0.02%
413,670
-335,904
449
$60.6M 0.02%
355,810
+151,010
450
$60.6M 0.02%
1,858,302
+341,290