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
1026
$2.9M ﹤0.01%
46,383
-19,603
1027
$2.9M ﹤0.01%
127,439
-37,347
1028
$2.9M ﹤0.01%
23,189
+21,774
1029
$2.9M ﹤0.01%
28,323
-5,802
1030
$2.89M ﹤0.01%
31,610
+9,529
1031
$2.89M ﹤0.01%
81,360
+46,886
1032
$2.88M ﹤0.01%
41,666
+27,130
1033
$2.87M ﹤0.01%
66,134
+63,060
1034
$2.85M ﹤0.01%
19,895
-13,059
1035
$2.84M ﹤0.01%
74,610
+51,567
1036
$2.84M ﹤0.01%
29,763
+4,049
1037
$2.83M ﹤0.01%
26,034
+2,338
1038
$2.81M ﹤0.01%
126,388
+100,922
1039
$2.81M ﹤0.01%
127,659
-151,086
1040
$2.8M ﹤0.01%
53,070
+10,724
1041
$2.8M ﹤0.01%
6,886
+2,474
1042
$2.8M ﹤0.01%
61,754
+18,966
1043
$2.8M ﹤0.01%
119,542
-76,523
1044
$2.78M ﹤0.01%
297,088
+51,040
1045
$2.78M ﹤0.01%
108,316
+37,568
1046
$2.77M ﹤0.01%
148,189
+131,882
1047
$2.77M ﹤0.01%
34,111
-25,825
1048
$2.76M ﹤0.01%
58,906
+848
1049
$2.74M ﹤0.01%
+36,057
1050
$2.74M ﹤0.01%
83,131
+9,043