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
2701
$101K ﹤0.01%
11,649
-10,011
2702
$101K ﹤0.01%
1,671
2703
$101K ﹤0.01%
9,580
-12,102
2704
$101K ﹤0.01%
34,658
+17,873
2705
$101K ﹤0.01%
6,669
+2,992
2706
$100K ﹤0.01%
2,389
+1,242
2707
$100K ﹤0.01%
69,304
+6,359
2708
$99K ﹤0.01%
4,775
+2,439
2709
$99K ﹤0.01%
844
-744
2710
$99K ﹤0.01%
+3,900
2711
$99K ﹤0.01%
2,543
+1,924
2712
$98K ﹤0.01%
5,553
-11,051
2713
$98K ﹤0.01%
886
-1,845
2714
$98K ﹤0.01%
35,237
+16,168
2715
$98K ﹤0.01%
30,694
+2,030
2716
$97K ﹤0.01%
33,896
+8,906
2717
$97K ﹤0.01%
5,236
-1,150
2718
$96K ﹤0.01%
5,541
-442
2719
$96K ﹤0.01%
4,297
+2,791
2720
$96K ﹤0.01%
6,009
-8,396
2721
$96K ﹤0.01%
990
-881
2722
$96K ﹤0.01%
4,322
-31,441
2723
$95K ﹤0.01%
5,418
-33,420
2724
$95K ﹤0.01%
25,362
+25,248
2725
$95K ﹤0.01%
1,768
-509