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
2501
$602K ﹤0.01%
165,469
+143,738
2502
$601K ﹤0.01%
15,453
+14,944
2503
$600K ﹤0.01%
53,547
-80,069
2504
$600K ﹤0.01%
5,666
+2,166
2505
$599K ﹤0.01%
8,832
+6,204
2506
$599K ﹤0.01%
166,052
+34,456
2507
$596K ﹤0.01%
57,683
-62,551
2508
$595K ﹤0.01%
128,402
+22,295
2509
$595K ﹤0.01%
32,000
+25,000
2510
$590K ﹤0.01%
199,450
+65,143
2511
$587K ﹤0.01%
5,291
+1,930
2512
$587K ﹤0.01%
50,462
-12,795
2513
$585K ﹤0.01%
48,606
+14,300
2514
$584K ﹤0.01%
25,154
+5,397
2515
$584K ﹤0.01%
154,016
+52,856
2516
$582K ﹤0.01%
31,241
+13,294
2517
$581K ﹤0.01%
38,314
-3,662
2518
$580K ﹤0.01%
73,973
+2,855
2519
$580K ﹤0.01%
21,964
+5,813
2520
$578K ﹤0.01%
39,904
+4,184
2521
$578K ﹤0.01%
4,852
-9,223
2522
$577K ﹤0.01%
15,169
+5,157
2523
$574K ﹤0.01%
140
+62
2524
$571K ﹤0.01%
17,665
+3,567
2525
$570K ﹤0.01%
27,108
+9,462