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
3051
$35K ﹤0.01%
1,374
-748
3052
$35K ﹤0.01%
26,263
+25,953
3053
$34K ﹤0.01%
3,065
+3,000
3054
$34K ﹤0.01%
309
3055
$34K ﹤0.01%
789
+360
3056
$34K ﹤0.01%
6,424
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3057
$34K ﹤0.01%
8,906
-43,130
3058
$34K ﹤0.01%
13,938
-24,262
3059
$34K ﹤0.01%
1,917
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3060
$34K ﹤0.01%
23
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3061
$34K ﹤0.01%
1,570
3062
$34K ﹤0.01%
10,621
+10,528
3063
$34K ﹤0.01%
3,500
-17,600
3064
$34K ﹤0.01%
1,000
-24,000
3065
$34K ﹤0.01%
4,696
-10,855
3066
$34K ﹤0.01%
4,172
+3,795
3067
$34K ﹤0.01%
3,932
-30,742
3068
$33K ﹤0.01%
600
3069
$33K ﹤0.01%
2,079
-16,793
3070
$33K ﹤0.01%
+3,718
3071
$33K ﹤0.01%
1,263
-3,103
3072
$33K ﹤0.01%
104
-720
3073
$33K ﹤0.01%
3,536
-299
3074
$33K ﹤0.01%
2,562
+2,558
3075
$33K ﹤0.01%
1,918
-7,413