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
$91B
AUM Growth
+$13.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,625
New
Increased
Reduced
Closed

Top Buys

1 +$652M
2 +$518M
3 +$406M
4
PG icon
Procter & Gamble
PG
+$373M
5
MSFT icon
Microsoft
MSFT
+$351M

Top Sells

1 +$642M
2 +$570M
3 +$490M
4
CELG
Celgene Corp
CELG
+$411M
5
BPL
Buckeye Partners, L.P.
BPL
+$380M

Sector Composition

1 Technology 17.54%
2 Healthcare 11.42%
3 Financials 10.41%
4 Consumer Discretionary 9.33%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$3.76M ﹤0.01%
44,301
+17,969
1427
$3.76M ﹤0.01%
162,944
+55,458
1428
$3.74M ﹤0.01%
54,000
1429
$3.74M ﹤0.01%
125,125
-120,406
1430
$3.74M ﹤0.01%
+981,927
1431
$3.74M ﹤0.01%
123,461
+32,045
1432
$3.73M ﹤0.01%
120,973
+43,202
1433
$3.73M ﹤0.01%
85,000
1434
$3.72M ﹤0.01%
185,000
1435
$3.72M ﹤0.01%
535,650
-4,400
1436
$3.72M ﹤0.01%
996,139
+976,557
1437
$3.71M ﹤0.01%
80,000
1438
$3.71M ﹤0.01%
117,013
-31,702
1439
$3.71M ﹤0.01%
70,070
+37,280
1440
$3.68M ﹤0.01%
49,900
+2,826
1441
$3.68M ﹤0.01%
166,352
+81,222
1442
$3.67M ﹤0.01%
339,632
+58,400
1443
$3.67M ﹤0.01%
202,495
+77,833
1444
$3.67M ﹤0.01%
64,796
+16,636
1445
$3.66M ﹤0.01%
913,365
+602,129
1446
$3.66M ﹤0.01%
74,874
+18,804
1447
$3.65M ﹤0.01%
38,382
-8,866
1448
$3.65M ﹤0.01%
185,491
+54,697
1449
$3.64M ﹤0.01%
175,922
+48,456
1450
$3.64M ﹤0.01%
241,802
+114,855