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
2026
$1.48M ﹤0.01%
49,350
-2,846
2027
$1.48M ﹤0.01%
63,780
+10,652
2028
$1.47M ﹤0.01%
89,791
+14,215
2029
$1.47M ﹤0.01%
42,056
+24,600
2030
$1.47M ﹤0.01%
287,984
+35,138
2031
$1.47M ﹤0.01%
123,864
+10,275
2032
$1.47M ﹤0.01%
38,823
+17,536
2033
$1.47M ﹤0.01%
55,162
-36,168
2034
$1.46M ﹤0.01%
316,350
-827,454
2035
$1.46M ﹤0.01%
322,402
+142,107
2036
$1.44M ﹤0.01%
27,833
-7,332
2037
$1.44M ﹤0.01%
52,360
+9,613
2038
$1.44M ﹤0.01%
108,543
+54,707
2039
$1.44M ﹤0.01%
38,210
+16,280
2040
$1.44M ﹤0.01%
45,759
+10,326
2041
$1.44M ﹤0.01%
26,106
+11,806
2042
$1.44M ﹤0.01%
39,991
+20,011
2043
$1.43M ﹤0.01%
20,289
-49,715
2044
$1.43M ﹤0.01%
33,990
+11,350
2045
$1.43M ﹤0.01%
24,723
-32,422
2046
$1.43M ﹤0.01%
33,272
+32
2047
$1.42M ﹤0.01%
87,632
+28,101
2048
$1.42M ﹤0.01%
11,766
-6,098
2049
$1.42M ﹤0.01%
95,311
+23,546
2050
$1.42M ﹤0.01%
28,843
+22,705