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
3276
$73K ﹤0.01%
6,362
+3,582
3277
$72K ﹤0.01%
15,487
-3,688
3278
$72K ﹤0.01%
29,541
+24,418
3279
$71K ﹤0.01%
3,951
+2,942
3280
$71K ﹤0.01%
1,162
+781
3281
$71K ﹤0.01%
1,346
-521
3282
$71K ﹤0.01%
1,641
-705
3283
$70K ﹤0.01%
3,261
-438
3284
$70K ﹤0.01%
3,700
3285
$70K ﹤0.01%
4,190
+2,990
3286
$69K ﹤0.01%
3,763
+2,169
3287
$69K ﹤0.01%
250
+226
3288
$69K ﹤0.01%
10,429
+7,270
3289
$69K ﹤0.01%
40,000
3290
$68K ﹤0.01%
2,187
+154
3291
$68K ﹤0.01%
7,653
+5,669
3292
$68K ﹤0.01%
1,963
-3,876
3293
$68K ﹤0.01%
6,904
+4,671
3294
$68K ﹤0.01%
66,053
-42,920
3295
$67K ﹤0.01%
+846
3296
$67K ﹤0.01%
958
+319
3297
$67K ﹤0.01%
1,097
+994
3298
$67K ﹤0.01%
535
+364
3299
$67K ﹤0.01%
3,900
-14,407
3300
$66K ﹤0.01%
4,162
+2,952