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
$141B
AUM Growth
+$18.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,287
New
Increased
Reduced
Closed

Top Buys

1 +$1.13B
2 +$1.11B
3 +$1.04B
4
MSFT icon
Microsoft
MSFT
+$1.03B
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$665M

Top Sells

1 +$8.98B
2 +$667M
3 +$510M
4
KSU
Kansas City Southern
KSU
+$297M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$259M

Sector Composition

1 Technology 22.71%
2 Financials 14.26%
3 Communication Services 11.44%
4 Consumer Discretionary 10.98%
5 Healthcare 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$6.24M ﹤0.01%
70,886
+6,862
1127
$6.22M ﹤0.01%
71,619
+21,254
1128
$6.22M ﹤0.01%
333,757
-13,914
1129
$6.22M ﹤0.01%
482,917
+214,399
1130
$6.21M ﹤0.01%
46,474
+28,767
1131
$6.21M ﹤0.01%
39,353
-71,249
1132
$6.2M ﹤0.01%
358,751
+248,590
1133
$6.19M ﹤0.01%
43,925
+37,068
1134
$6.19M ﹤0.01%
165,496
+146,207
1135
$6.18M ﹤0.01%
80,067
-40,646
1136
$6.13M ﹤0.01%
130,140
-29,437
1137
$6.12M ﹤0.01%
279,546
-28,482
1138
$6.12M ﹤0.01%
128,825
+17,208
1139
$6.11M ﹤0.01%
205,160
-3,875
1140
$6.1M ﹤0.01%
625,275
+117,932
1141
$6.08M ﹤0.01%
109,948
+74,698
1142
$6.05M ﹤0.01%
125,408
+52,816
1143
$6.03M ﹤0.01%
1,731,129
+609,309
1144
$6.02M ﹤0.01%
72,093
-1,596
1145
$6.01M ﹤0.01%
642,511
+233,334
1146
$6M ﹤0.01%
956,741
+147,437
1147
$5.99M ﹤0.01%
200,396
+155,216
1148
$5.99M ﹤0.01%
100,879
-156,696
1149
$5.98M ﹤0.01%
67,501
+64,928
1150
$5.93M ﹤0.01%
289,010
-197,692