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
1051
$9.51M ﹤0.01%
149,312
-26,124
1052
$9.5M ﹤0.01%
+2,203,761
1053
$9.5M ﹤0.01%
561,308
+500
1054
$9.49M ﹤0.01%
27,247
-28,636
1055
$9.49M ﹤0.01%
216,251
-11,680
1056
$9.47M ﹤0.01%
275,182
-119,048
1057
$9.46M ﹤0.01%
56,157
-7,389
1058
$9.46M ﹤0.01%
288,297
-82,579
1059
$9.45M ﹤0.01%
673,879
+366,832
1060
$9.44M ﹤0.01%
192,072
-14,187
1061
$9.38M ﹤0.01%
93,703
+44,029
1062
$9.38M ﹤0.01%
635,080
-61,804
1063
$9.35M ﹤0.01%
446,475
-189,879
1064
$9.3M ﹤0.01%
5,959,233
-1,047,078
1065
$9.27M ﹤0.01%
220,590
+12,730
1066
$9.26M ﹤0.01%
57,977
-3,269
1067
$9.21M ﹤0.01%
2,677,948
+989,921
1068
$9.21M ﹤0.01%
148,227
+19,393
1069
$9.21M ﹤0.01%
138,252
+86,401
1070
$9.18M ﹤0.01%
79,648
-26,629
1071
$9.17M ﹤0.01%
104,274
-60,611
1072
$9.16M ﹤0.01%
288,124
-573,551
1073
$9.16M ﹤0.01%
97,469
-12,381
1074
$9.14M ﹤0.01%
108,892
-25,895
1075
$9.12M ﹤0.01%
448,539
+98,224