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
2826
$72K ﹤0.01%
4,130
+3,893
2827
$72K ﹤0.01%
12,605
+8,433
2828
$72K ﹤0.01%
209,869
-82,391
2829
$71K ﹤0.01%
24,298
-2,462
2830
$71K ﹤0.01%
2,456
+2,356
2831
$71K ﹤0.01%
1,767
-14,708
2832
$71K ﹤0.01%
2,182
+51
2833
$71K ﹤0.01%
2,789
-16,908
2834
$70K ﹤0.01%
5,044
-1,067
2835
$70K ﹤0.01%
4,397
-4,168
2836
$70K ﹤0.01%
1,438
-2,310
2837
$70K ﹤0.01%
3,533
+2,941
2838
$69K ﹤0.01%
5,338
+3,601
2839
$69K ﹤0.01%
1,000
2840
$69K ﹤0.01%
4,024
+3,851
2841
$68K ﹤0.01%
9,588
-82,146
2842
$68K ﹤0.01%
4,877
-27,934
2843
$68K ﹤0.01%
769
2844
$68K ﹤0.01%
2,484
-1,856
2845
$68K ﹤0.01%
16,800
-16,800
2846
$68K ﹤0.01%
4,060
-20,670
2847
$68K ﹤0.01%
15,167
-13,183
2848
$67K ﹤0.01%
281
+146
2849
$67K ﹤0.01%
4,577
-4,028
2850
$67K ﹤0.01%
+2,957