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
$141B
AUM Growth
+$18.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,287
New
Increased
Reduced
Closed

Top Buys

1 +$1.13B
2 +$1.11B
3 +$1.04B
4
MSFT icon
Microsoft
MSFT
+$1.03B
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$665M

Top Sells

1 +$8.98B
2 +$667M
3 +$510M
4
KSU
Kansas City Southern
KSU
+$297M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$259M

Sector Composition

1 Technology 22.71%
2 Financials 14.26%
3 Communication Services 11.44%
4 Consumer Discretionary 10.98%
5 Healthcare 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3026
$166K ﹤0.01%
4,505
-568
3027
$165K ﹤0.01%
696
3028
$164K ﹤0.01%
12,711
+1,607
3029
$164K ﹤0.01%
95,729
+60,557
3030
$163K ﹤0.01%
31,716
+12,039
3031
$163K ﹤0.01%
7,760
+5,357
3032
$163K ﹤0.01%
+16,712
3033
$162K ﹤0.01%
9,119
+6,213
3034
$162K ﹤0.01%
38,971
+25,729
3035
$162K ﹤0.01%
4,554
+3,170
3036
$161K ﹤0.01%
6,345
+4,380
3037
$161K ﹤0.01%
5,916
+5,460
3038
$161K ﹤0.01%
10,369
-964
3039
$160K ﹤0.01%
4,682
+2,895
3040
$159K ﹤0.01%
6,572
+4,537
3041
$159K ﹤0.01%
+1,340
3042
$159K ﹤0.01%
62,453
+41,448
3043
$158K ﹤0.01%
494
+341
3044
$158K ﹤0.01%
579
+379
3045
$158K ﹤0.01%
51,182
+29,296
3046
$157K ﹤0.01%
2,424
+1,647
3047
$157K ﹤0.01%
11,535
+7,964
3048
$156K ﹤0.01%
47,810
+24,740
3049
$156K ﹤0.01%
15,359
+5,655
3050
$156K ﹤0.01%
50,304
+34,775