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
1101
$8.64M ﹤0.01%
317,675
+75,174
1102
$8.64M ﹤0.01%
223,038
-41,681
1103
$8.61M ﹤0.01%
33,980
+12,631
1104
$8.6M ﹤0.01%
576,778
+310,040
1105
$8.59M ﹤0.01%
71,301
+7,115
1106
$8.58M ﹤0.01%
154,417
+40,308
1107
$8.55M ﹤0.01%
66,720
-5,912
1108
$8.54M ﹤0.01%
41,145
-12,437
1109
$8.49M ﹤0.01%
618,439
-116,385
1110
$8.47M ﹤0.01%
169,854
-106,359
1111
$8.46M ﹤0.01%
55,140
-20,288
1112
$8.44M ﹤0.01%
211,681
+177,982
1113
$8.43M ﹤0.01%
37,766
+4,043
1114
$8.4M ﹤0.01%
59,727
+7,369
1115
$8.38M ﹤0.01%
289,012
-511,583
1116
$8.38M ﹤0.01%
83,334
-19,013
1117
$8.37M ﹤0.01%
231,847
+30,848
1118
$8.34M ﹤0.01%
131,617
-24,248
1119
$8.32M ﹤0.01%
154,012
-149,600
1120
$8.31M ﹤0.01%
92,693
-667,600
1121
$8.31M ﹤0.01%
270,462
+17,043
1122
$8.31M ﹤0.01%
39,512
+1,881
1123
$8.27M ﹤0.01%
627,060
+352,413
1124
$8.26M ﹤0.01%
14,277
-7,803
1125
$8.22M ﹤0.01%
53,785
-179