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
$44B
AUM Growth
+$1.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,428
New
Increased
Reduced
Closed

Top Sells

1 +$1.64B
2 +$1.04B
3 +$856M
4
MSFT icon
Microsoft
MSFT
+$597M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$537M

Sector Composition

1 Technology 13.01%
2 Healthcare 10.44%
3 Financials 8.64%
4 Consumer Discretionary 7.73%
5 Communication Services 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$159K ﹤0.01%
49,354
+49,000
2502
$158K ﹤0.01%
7,200
+4,100
2503
$158K ﹤0.01%
112,423
+97,271
2504
$158K ﹤0.01%
8,540
+8,497
2505
$157K ﹤0.01%
1,045
+1,042
2506
$157K ﹤0.01%
13,612
-685,704
2507
$157K ﹤0.01%
7,000
2508
$156K ﹤0.01%
8,928
-576,072
2509
$156K ﹤0.01%
2,115
+1,796
2510
$155K ﹤0.01%
13,580
-14,153
2511
$155K ﹤0.01%
20,890
+1,176
2512
$155K ﹤0.01%
3,606
-14,750
2513
$154K ﹤0.01%
24,646
-103,625
2514
$154K ﹤0.01%
2,196
+2,030
2515
$154K ﹤0.01%
6,847
-943
2516
$154K ﹤0.01%
3,916
+3,333
2517
$153K ﹤0.01%
4,728
-2,454
2518
$153K ﹤0.01%
2,559
-1,532
2519
$152K ﹤0.01%
7,533
+4,586
2520
$152K ﹤0.01%
8,031
-9,271
2521
$152K ﹤0.01%
+12,570
2522
$152K ﹤0.01%
7,740
-21,096
2523
$151K ﹤0.01%
15,432
-16,150
2524
$151K ﹤0.01%
2,057
-1,436
2525
$151K ﹤0.01%
4,203
+2,380