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
526
$45.3M 0.02%
91,136
-39,764
527
$45.1M 0.02%
715,284
-90,777
528
$45.1M 0.02%
610,305
+1,455
529
$44.8M 0.02%
91,756
+4,467
530
$44.7M 0.02%
324,352
-101,083
531
$44.5M 0.02%
2,078,972
-1,014,189
532
$44.5M 0.02%
104,740
-14,703
533
$44.4M 0.02%
2,354,100
+728,811
534
$43.6M 0.02%
1,377,620
+1,089,785
535
$43.4M 0.02%
187,410
+16,693
536
$43.3M 0.02%
1,654,437
+210,578
537
$43.3M 0.02%
506,492
-98,248
538
$42.8M 0.01%
631,651
-109,904
539
$42.5M 0.01%
1,749,107
-140,259
540
$42.2M 0.01%
126,388
+1,199
541
$42.2M 0.01%
2,252,222
-1,685,432
542
$42.2M 0.01%
122,626
-29,217
543
$41.8M 0.01%
156,300
-109,947
544
$41.4M 0.01%
322,473
+277,306
545
$41.3M 0.01%
96,262
-13,683
546
$41.2M 0.01%
667,174
-8,155
547
$40.9M 0.01%
235,566
+34,189
548
$40.9M 0.01%
1,058,818
-164,400
549
$40.9M 0.01%
137,998
+4,379
550
$40.8M 0.01%
316,821
-60,151