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
1176
$2.02M ﹤0.01%
169,425
+169,073
1177
$2.02M ﹤0.01%
174,332
-11,917
1178
$2.02M ﹤0.01%
103,377
+961
1179
$2.02M ﹤0.01%
20,950
+15,651
1180
$2.01M ﹤0.01%
93,512
+31,038
1181
$2.01M ﹤0.01%
88,964
-200
1182
$2.01M ﹤0.01%
29,779
-14,494
1183
$2.01M ﹤0.01%
50,346
-45,129
1184
$2.01M ﹤0.01%
98,400
+3,000
1185
$2M ﹤0.01%
84,508
-4,234
1186
$2M ﹤0.01%
138,978
-180,642
1187
$2M ﹤0.01%
+72,645
1188
$1.99M ﹤0.01%
21,690
+13,634
1189
$1.99M ﹤0.01%
25,929
+17,254
1190
$1.99M ﹤0.01%
62,311
+50,692
1191
$1.99M ﹤0.01%
85,159
-23,116
1192
$1.99M ﹤0.01%
28,523
+21,558
1193
$1.98M ﹤0.01%
37,489
+3,305
1194
$1.97M ﹤0.01%
1,413
+1,156
1195
$1.97M ﹤0.01%
133,181
+81,525
1196
$1.97M ﹤0.01%
66,491
+9,425
1197
$1.97M ﹤0.01%
242,000
-19,572
1198
$1.97M ﹤0.01%
606,504
1199
$1.96M ﹤0.01%
175,847
-14,453
1200
$1.95M ﹤0.01%
807,157
+146,400