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
1976
$1.61M ﹤0.01%
293,770
+9,183
1977
$1.61M ﹤0.01%
19,278
+4,531
1978
$1.61M ﹤0.01%
47,301
+251
1979
$1.6M ﹤0.01%
93,601
+12,724
1980
$1.6M ﹤0.01%
150,000
1981
$1.6M ﹤0.01%
17,875
+4,847
1982
$1.59M ﹤0.01%
36,130
1983
$1.59M ﹤0.01%
101,284
-36,286
1984
$1.59M ﹤0.01%
13,599
+1,033
1985
$1.58M ﹤0.01%
105,722
+36,470
1986
$1.58M ﹤0.01%
44,884
+9,754
1987
$1.58M ﹤0.01%
48,253
+11,959
1988
$1.57M ﹤0.01%
44,682
-61,165
1989
$1.57M ﹤0.01%
5,148
-1,471
1990
$1.57M ﹤0.01%
12,898
+762
1991
$1.57M ﹤0.01%
55,421
+19,073
1992
$1.57M ﹤0.01%
77,022
+21,925
1993
$1.56M ﹤0.01%
370,478
-1,725,020
1994
$1.56M ﹤0.01%
16,232
+5,127
1995
$1.55M ﹤0.01%
55,555
+18
1996
$1.55M ﹤0.01%
125,387
+48,234
1997
$1.55M ﹤0.01%
58,860
+30,371
1998
$1.55M ﹤0.01%
97,177
+71,083
1999
$1.55M ﹤0.01%
74,019
+14,561
2000
$1.54M ﹤0.01%
92,675
+26,360