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
2601
$129K ﹤0.01%
920
-3,289
2602
$128K ﹤0.01%
2,532
-12,923
2603
$128K ﹤0.01%
14,846
-393,344
2604
$128K ﹤0.01%
6,594
+2,969
2605
$128K ﹤0.01%
10,193
+4,916
2606
$127K ﹤0.01%
2,427
+222
2607
$127K ﹤0.01%
10,877
+10,734
2608
$126K ﹤0.01%
7,128
-8,508
2609
$126K ﹤0.01%
2,373
+1,804
2610
$126K ﹤0.01%
12,198
+7,983
2611
$126K ﹤0.01%
10,811
-29,048
2612
$126K ﹤0.01%
2,051
+485
2613
$125K ﹤0.01%
3,575
-3,016
2614
$125K ﹤0.01%
9,576
+575
2615
$123K ﹤0.01%
5,710
-1,750
2616
$123K ﹤0.01%
1,594
-15,893
2617
$123K ﹤0.01%
1,541
-3,372
2618
$122K ﹤0.01%
6,969
+3,430
2619
$121K ﹤0.01%
7,886
+1,359
2620
$121K ﹤0.01%
1,119
-21,460
2621
$120K ﹤0.01%
3,316
-3,126
2622
$120K ﹤0.01%
15,384
-1,370
2623
$119K ﹤0.01%
27,642
-16,290
2624
$119K ﹤0.01%
3,946
+3,561
2625
$119K ﹤0.01%
32,586
+26,204