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
1101
$2.45M ﹤0.01%
109,175
-36,682
1102
$2.45M ﹤0.01%
26,593
-54,853
1103
$2.44M ﹤0.01%
45,491
-821
1104
$2.43M ﹤0.01%
21,449
-6,262
1105
$2.41M ﹤0.01%
54,708
-13,375
1106
$2.41M ﹤0.01%
61,928
-4,364
1107
$2.41M ﹤0.01%
33,040
+2,704
1108
$2.38M ﹤0.01%
29,727
+16,156
1109
$2.38M ﹤0.01%
24,324
+21,246
1110
$2.38M ﹤0.01%
42,633
-164,960
1111
$2.37M ﹤0.01%
67,581
-15,573
1112
$2.36M ﹤0.01%
263,443
-309,932
1113
$2.35M ﹤0.01%
81,859
-222,247
1114
$2.35M ﹤0.01%
34,319
-789
1115
$2.34M ﹤0.01%
72,448
+40,809
1116
$2.33M ﹤0.01%
29,469
-15,024
1117
$2.32M ﹤0.01%
35,846
+12,075
1118
$2.3M ﹤0.01%
56,366
-28,261
1119
$2.3M ﹤0.01%
162,001
+129,615
1120
$2.29M ﹤0.01%
85,336
-4,992
1121
$2.29M ﹤0.01%
107,935
-9,980
1122
$2.28M ﹤0.01%
33,080
-11,830
1123
$2.27M ﹤0.01%
68,031
-26,560
1124
$2.27M ﹤0.01%
86,049
-172
1125
$2.27M ﹤0.01%
21,404
-14,815