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
2851
$66K ﹤0.01%
+3,012
2852
$66K ﹤0.01%
1,638
2853
$66K ﹤0.01%
3,371
-11,373
2854
$66K ﹤0.01%
4,756
-185,981
2855
$66K ﹤0.01%
1,351
-5,774
2856
$66K ﹤0.01%
13,592
2857
$65K ﹤0.01%
16,011
+15,479
2858
$65K ﹤0.01%
3,028
-2,175
2859
$65K ﹤0.01%
1,902
2860
$65K ﹤0.01%
26,661
-12,115
2861
$64K ﹤0.01%
25,372
+8,477
2862
$64K ﹤0.01%
704
+185
2863
$64K ﹤0.01%
6,700
+5,969
2864
$64K ﹤0.01%
2,353
-5,329
2865
$64K ﹤0.01%
1,619
-9,696
2866
$64K ﹤0.01%
5,760
+5,275
2867
$64K ﹤0.01%
1,900
+1,600
2868
$64K ﹤0.01%
+3,177
2869
$64K ﹤0.01%
737
-114
2870
$64K ﹤0.01%
5,230
-22,874
2871
$64K ﹤0.01%
+6,669
2872
$64K ﹤0.01%
3,660
-10,941
2873
$63K ﹤0.01%
5,043
-17,673
2874
$63K ﹤0.01%
42,208
+26,502
2875
$62K ﹤0.01%
8,566
+5,476