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
1001
$10.5M ﹤0.01%
303,510
+160,644
1002
$10.4M ﹤0.01%
63,027
+3,301
1003
$10.4M ﹤0.01%
54,164
+15,227
1004
$10.4M ﹤0.01%
255,748
-155,628
1005
$10.4M ﹤0.01%
214,960
-54,950
1006
$10.4M ﹤0.01%
+200,000
1007
$10.4M ﹤0.01%
1,698,183
+275,214
1008
$10.4M ﹤0.01%
38,678
-498
1009
$10.4M ﹤0.01%
59,295
-20,083
1010
$10.4M ﹤0.01%
117,976
-52,138
1011
$10.3M ﹤0.01%
175,665
+6,123
1012
$10.3M ﹤0.01%
64,590
-9,408
1013
$10.3M ﹤0.01%
273,713
-438,827
1014
$10.3M ﹤0.01%
1,014,679
+569,985
1015
$10.2M ﹤0.01%
345,061
-198,504
1016
$10.1M ﹤0.01%
53,259
-19,610
1017
$10.1M ﹤0.01%
374,079
+94,791
1018
$10.1M ﹤0.01%
475,669
+332,611
1019
$10.1M ﹤0.01%
263,003
-287,122
1020
$10.1M ﹤0.01%
903,648
+442,722
1021
$10M ﹤0.01%
188,486
-9,180
1022
$10M ﹤0.01%
81,579
-12,557
1023
$10M ﹤0.01%
120,941
-481,018
1024
$10M ﹤0.01%
190,884
-1,131
1025
$10M ﹤0.01%
447,171
-7,283