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
$141B
AUM Growth
+$18.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,287
New
Increased
Reduced
Closed

Top Buys

1 +$1.13B
2 +$1.11B
3 +$1.04B
4
MSFT icon
Microsoft
MSFT
+$1.03B
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$665M

Top Sells

1 +$8.98B
2 +$667M
3 +$510M
4
KSU
Kansas City Southern
KSU
+$297M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$259M

Sector Composition

1 Technology 22.71%
2 Financials 14.26%
3 Communication Services 11.44%
4 Consumer Discretionary 10.98%
5 Healthcare 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$627K ﹤0.01%
48,028
+15,700
2477
$625K ﹤0.01%
3,784
+3,584
2478
$623K ﹤0.01%
21,686
+844
2479
$622K ﹤0.01%
6,645
+6,396
2480
$618K ﹤0.01%
+77,300
2481
$618K ﹤0.01%
42,282
+13,965
2482
$617K ﹤0.01%
24,690
+14,029
2483
$616K ﹤0.01%
22,974
+9,774
2484
$616K ﹤0.01%
24,121
+7,954
2485
$614K ﹤0.01%
9,970
+6,958
2486
$614K ﹤0.01%
100,547
+17,718
2487
$613K ﹤0.01%
13,648
+10,122
2488
$613K ﹤0.01%
31,234
+22,708
2489
$611K ﹤0.01%
33,937
-75,080
2490
$611K ﹤0.01%
7,108
+3,686
2491
$610K ﹤0.01%
17,617
+1,945
2492
$608K ﹤0.01%
13,819
+5,960
2493
$608K ﹤0.01%
7,788
+1,243
2494
$607K ﹤0.01%
22,007
+5,778
2495
$607K ﹤0.01%
14,339
+10,327
2496
$607K ﹤0.01%
18,164
+870
2497
$606K ﹤0.01%
38,878
+13,493
2498
$605K ﹤0.01%
37,794
+12,360
2499
$604K ﹤0.01%
37,748
+35,614
2500
$604K ﹤0.01%
78,125
-80,610