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
2926
$54K ﹤0.01%
519
+230
2927
$54K ﹤0.01%
34,357
+15,322
2928
$54K ﹤0.01%
27,000
+25,532
2929
$54K ﹤0.01%
11,116
-36,481
2930
$54K ﹤0.01%
3,884
+3,259
2931
$54K ﹤0.01%
4,816
+3,577
2932
$53K ﹤0.01%
3,946
-25,540
2933
$53K ﹤0.01%
1,761
-23,475
2934
$53K ﹤0.01%
+735
2935
$53K ﹤0.01%
1,114
-15,927
2936
$53K ﹤0.01%
5,300
-3,443
2937
$53K ﹤0.01%
1,531
-3,569
2938
$53K ﹤0.01%
7,037
+3,441
2939
$53K ﹤0.01%
5,926
-27,861
2940
$53K ﹤0.01%
1,268
-3,600
2941
$53K ﹤0.01%
8,203
+4,238
2942
$52K ﹤0.01%
8,618
+8,603
2943
$52K ﹤0.01%
966
-1,800
2944
$52K ﹤0.01%
3,111
-34,273
2945
$52K ﹤0.01%
3,808
+1,951
2946
$52K ﹤0.01%
1,831
+1,546
2947
$52K ﹤0.01%
5,673
-4,957
2948
$52K ﹤0.01%
1,893
+393
2949
$52K ﹤0.01%
+4,018
2950
$51K ﹤0.01%
263
+128