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
1051
$2.74M ﹤0.01%
157,678
-21,244
1052
$2.73M ﹤0.01%
58,060
-91,517
1053
$2.72M ﹤0.01%
32,430
-2,684
1054
$2.71M ﹤0.01%
98,675
+52,448
1055
$2.69M ﹤0.01%
216,076
+6,723
1056
$2.68M ﹤0.01%
52,799
+6,685
1057
$2.68M ﹤0.01%
37,301
+14,299
1058
$2.68M ﹤0.01%
34,264
+13,444
1059
$2.67M ﹤0.01%
74,831
+2,014
1060
$2.67M ﹤0.01%
122,925
+111,008
1061
$2.65M ﹤0.01%
83,581
-28,583
1062
$2.65M ﹤0.01%
60,783
-16,569
1063
$2.65M ﹤0.01%
66,987
-4,528
1064
$2.65M ﹤0.01%
56,562
+38,500
1065
$2.65M ﹤0.01%
47,996
+5,954
1066
$2.65M ﹤0.01%
46,176
+34,651
1067
$2.64M ﹤0.01%
83,330
+2,290
1068
$2.64M ﹤0.01%
159,851
-587,497
1069
$2.64M ﹤0.01%
41,249
+34,750
1070
$2.62M ﹤0.01%
19,416
-12,355
1071
$2.62M ﹤0.01%
40,005
-9,777
1072
$2.61M ﹤0.01%
90,039
-90,631
1073
$2.61M ﹤0.01%
324,736
+205,247
1074
$2.61M ﹤0.01%
34,227
-41,523
1075
$2.61M ﹤0.01%
46,400
+20,076