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
2576
$512K ﹤0.01%
10,606
+1,695
2577
$511K ﹤0.01%
6,294
+4,711
2578
$511K ﹤0.01%
4,389
+1,067
2579
$510K ﹤0.01%
5,993
+4,282
2580
$509K ﹤0.01%
+36,640
2581
$508K ﹤0.01%
13,252
-2,160
2582
$507K ﹤0.01%
27,819
+13,860
2583
$507K ﹤0.01%
38,387
-13,339
2584
$506K ﹤0.01%
23,433
-8,597
2585
$506K ﹤0.01%
15,322
+6,766
2586
$506K ﹤0.01%
19,321
+6,993
2587
$504K ﹤0.01%
8,057
-5,943
2588
$503K ﹤0.01%
33,408
+10,679
2589
$501K ﹤0.01%
6,197
+2,992
2590
$499K ﹤0.01%
35,006
+26,062
2591
$498K ﹤0.01%
17,469
+10,615
2592
$498K ﹤0.01%
62,071
+14,292
2593
$498K ﹤0.01%
43,551
+25,814
2594
$497K ﹤0.01%
15,886
+3,292
2595
$497K ﹤0.01%
77,683
+70,667
2596
$494K ﹤0.01%
8,639
+4,717
2597
$494K ﹤0.01%
37,969
+7,967
2598
$493K ﹤0.01%
5,839
+3,993
2599
$490K ﹤0.01%
25,839
+12,641
2600
$490K ﹤0.01%
17,383
+11,044