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
1626
$3.08M ﹤0.01%
75,869
-20,163
1627
$3.08M ﹤0.01%
462,606
+375,588
1628
$3.07M ﹤0.01%
88,099
-28,104
1629
$3.07M ﹤0.01%
+24,950
1630
$3.07M ﹤0.01%
69,966
-106,474
1631
$3.06M ﹤0.01%
70,731
+3,648
1632
$3.04M ﹤0.01%
66,695
-23,332
1633
$3.04M ﹤0.01%
647,271
-1,339,217
1634
$3.04M ﹤0.01%
610,486
+298,984
1635
$3.03M ﹤0.01%
86,239
-60,651
1636
$3.03M ﹤0.01%
82,279
-23,987
1637
$3.02M ﹤0.01%
479,842
-8,738
1638
$3.02M ﹤0.01%
57,446
-11,805
1639
$3M ﹤0.01%
24,702
-19,426
1640
$3M ﹤0.01%
38,860
-44
1641
$3M ﹤0.01%
62,554
-16,626
1642
$3M ﹤0.01%
133,769
-112,578
1643
$2.99M ﹤0.01%
48,265
+8,151
1644
$2.99M ﹤0.01%
66,918
-43,073
1645
$2.98M ﹤0.01%
86,979
+26,068
1646
$2.98M ﹤0.01%
82,640
-21,455
1647
$2.97M ﹤0.01%
55,003
+19,535
1648
$2.97M ﹤0.01%
59,307
-50,750
1649
$2.96M ﹤0.01%
24,024
-15,342
1650
$2.96M ﹤0.01%
27,792
-17,372