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
1151
$2.14M ﹤0.01%
21,118
-495
1152
$2.13M ﹤0.01%
76,794
+47,797
1153
$2.13M ﹤0.01%
48,421
-24,710
1154
$2.12M ﹤0.01%
26,041
+4,520
1155
$2.12M ﹤0.01%
15,045
-14,592
1156
$2.11M ﹤0.01%
18,676
+5,520
1157
$2.11M ﹤0.01%
30,997
+30,825
1158
$2.11M ﹤0.01%
37,473
-1,122
1159
$2.1M ﹤0.01%
191,646
+3,656
1160
$2.1M ﹤0.01%
114,652
-7,691
1161
$2.1M ﹤0.01%
19,574
+13,957
1162
$2.09M ﹤0.01%
33,684
-20,249
1163
$2.08M ﹤0.01%
125,012
-184,194
1164
$2.08M ﹤0.01%
14,400
-12,139
1165
$2.07M ﹤0.01%
34,899
-12,905
1166
$2.07M ﹤0.01%
80,355
+7,430
1167
$2.07M ﹤0.01%
122,039
+118,498
1168
$2.07M ﹤0.01%
18,323
-6,847
1169
$2.06M ﹤0.01%
77,388
+48,732
1170
$2.06M ﹤0.01%
73,826
+50,517
1171
$2.05M ﹤0.01%
335,158
+38,007
1172
$2.04M ﹤0.01%
69,852
+37,875
1173
$2.04M ﹤0.01%
306,181
-202,507
1174
$2.04M ﹤0.01%
114,983
+100,200
1175
$2.03M ﹤0.01%
16,221
+482