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
1126
$2.27M ﹤0.01%
21,275
+1,081
1127
$2.27M ﹤0.01%
145,455
+137,650
1128
$2.26M ﹤0.01%
14,945
+14,374
1129
$2.25M ﹤0.01%
34,914
-195,116
1130
$2.24M ﹤0.01%
90,942
+55,006
1131
$2.24M ﹤0.01%
93,959
+56,532
1132
$2.23M ﹤0.01%
88,170
-27,435
1133
$2.23M ﹤0.01%
135,944
-10,213
1134
$2.23M ﹤0.01%
23,647
+21,599
1135
$2.22M ﹤0.01%
68,663
+30,036
1136
$2.22M ﹤0.01%
410,484
-1,182,208
1137
$2.21M ﹤0.01%
107,191
-3,348
1138
$2.21M ﹤0.01%
33,580
1139
$2.21M ﹤0.01%
64,099
-3,539
1140
$2.2M ﹤0.01%
55,125
+1,095
1141
$2.2M ﹤0.01%
45,808
-39,584
1142
$2.19M ﹤0.01%
29,263
-2,156
1143
$2.19M ﹤0.01%
41,644
+21,362
1144
$2.19M ﹤0.01%
110,099
+54,643
1145
$2.18M ﹤0.01%
46,057
-2,757
1146
$2.18M ﹤0.01%
54,189
-30,232
1147
$2.18M ﹤0.01%
27,366
+4,280
1148
$2.17M ﹤0.01%
15,617
-14,344
1149
$2.16M ﹤0.01%
77,973
+52,893
1150
$2.15M ﹤0.01%
16,211
+14,897