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
1951
$1.71M ﹤0.01%
46,155
-13,570
1952
$1.7M ﹤0.01%
123,362
+67,654
1953
$1.7M ﹤0.01%
424,121
+366,103
1954
$1.69M ﹤0.01%
42,818
-18,365
1955
$1.69M ﹤0.01%
31,793
+4,719
1956
$1.69M ﹤0.01%
36,503
+6,508
1957
$1.67M ﹤0.01%
5,823
+3,503
1958
$1.67M ﹤0.01%
69,883
-9,533
1959
$1.67M ﹤0.01%
50,704
+13,249
1960
$1.67M ﹤0.01%
42,121
+23,182
1961
$1.67M ﹤0.01%
21,209
-3,451
1962
$1.66M ﹤0.01%
18,161
+9,187
1963
$1.66M ﹤0.01%
115,958
+52,911
1964
$1.66M ﹤0.01%
6,386
+6,125
1965
$1.65M ﹤0.01%
60,450
+29,520
1966
$1.65M ﹤0.01%
49,307
+8,951
1967
$1.65M ﹤0.01%
33,825
+12,630
1968
$1.64M ﹤0.01%
30,719
-13,467
1969
$1.64M ﹤0.01%
34,460
+23,080
1970
$1.63M ﹤0.01%
440,063
+369,007
1971
$1.63M ﹤0.01%
17,017
-2,211
1972
$1.63M ﹤0.01%
48,959
-31,431
1973
$1.63M ﹤0.01%
144,604
+56,509
1974
$1.62M ﹤0.01%
+32,002
1975
$1.62M ﹤0.01%
79,234
+23,958