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
26
$266M 0.28%
2,079,224
+122,950
27
$262M 0.28%
5,762,780
+1,403,100
28
$260M 0.28%
2,979,855
-2,285,948
29
$248M 0.27%
5,537,800
+2,218,483
30
$237M 0.25%
5,731,818
-2,254,940
31
$223M 0.24%
1,895,646
+514,666
32
$217M 0.23%
1,676,729
-273,109
33
$214M 0.23%
4,801,333
+782,498
34
$214M 0.23%
1,083,329
-26,022
35
$208M 0.22%
1,208,168
-846,921
36
$204M 0.22%
1,918,616
+520,767
37
$200M 0.21%
3,273,117
+153,859
38
$198M 0.21%
2,111,875
-379,423
39
$193M 0.21%
1,041,210
-58,573
40
$190M 0.2%
2,140,329
+51,686
41
$187M 0.2%
7,414,161
+4,128,900
42
$184M 0.2%
1,057,373
+463,125
43
$182M 0.2%
1,189,212
-370,984
44
$182M 0.19%
1,235,760
-93,111
45
$181M 0.19%
2,881,031
+2,496,642
46
$180M 0.19%
10,037,112
+4,726,315
47
$177M 0.19%
1,046,373
-23,822
48
$177M 0.19%
1,256,780
+190,576
49
$172M 0.18%
1,652,564
+365,536
50
$169M 0.18%
2,153,370
-490,818