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
801
$16.7M 0.01%
644,364
-92,268
802
$16.6M 0.01%
103,501
-157,902
803
$16.6M 0.01%
124,116
+35,840
804
$16.5M 0.01%
630,222
+149,974
805
$16.5M 0.01%
132,238
+22,909
806
$16.5M 0.01%
1,069,869
+251,788
807
$16.4M 0.01%
127,561
-398
808
$16.4M 0.01%
125,590
-42,656
809
$16.3M 0.01%
197,762
+98,717
810
$16.3M 0.01%
132,356
-43,651
811
$16.2M 0.01%
269,217
+49,608
812
$16.2M 0.01%
182,303
-5,850
813
$16.2M 0.01%
254,113
-130,211
814
$16M 0.01%
369,510
-388,565
815
$16M 0.01%
296,869
+14,393
816
$16M 0.01%
187,888
-40,176
817
$16M 0.01%
260,913
+86,948
818
$15.9M 0.01%
547,961
-60,213
819
$15.9M 0.01%
200,355
-2,937
820
$15.9M 0.01%
288,805
-36,457
821
$15.8M 0.01%
223,376
-1,032
822
$15.8M 0.01%
1,979,786
+539,885
823
$15.8M 0.01%
235,951
-111,685
824
$15.7M 0.01%
405,118
-10,598
825
$15.7M 0.01%
209,958
+8,781