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
1251
$1.82M ﹤0.01%
34,169
+12,980
1252
$1.82M ﹤0.01%
71,143
+9,766
1253
$1.82M ﹤0.01%
194,844
-70,004
1254
$1.82M ﹤0.01%
184,646
-78,267
1255
$1.82M ﹤0.01%
46,185
+30,765
1256
$1.81M ﹤0.01%
51,929
+43,451
1257
$1.81M ﹤0.01%
49,132
+4,551
1258
$1.81M ﹤0.01%
750
+473
1259
$1.79M ﹤0.01%
38,000
1260
$1.77M ﹤0.01%
22,779
+4,959
1261
$1.77M ﹤0.01%
502,050
+299,929
1262
$1.77M ﹤0.01%
142,437
+140,155
1263
$1.77M ﹤0.01%
94,713
+72,806
1264
$1.76M ﹤0.01%
87,534
+44,857
1265
$1.76M ﹤0.01%
30,433
+12,258
1266
$1.74M ﹤0.01%
20,988
+20,408
1267
$1.73M ﹤0.01%
25,367
-7,067
1268
$1.72M ﹤0.01%
34,861
+15,559
1269
$1.72M ﹤0.01%
92,779
-34,977
1270
$1.72M ﹤0.01%
88,713
+75,904
1271
$1.71M ﹤0.01%
62,175
-27,214
1272
$1.71M ﹤0.01%
23,730
-10,187
1273
$1.71M ﹤0.01%
106,286
+64,000
1274
$1.71M ﹤0.01%
106,074
+41,400
1275
$1.7M ﹤0.01%
67,039
-67,431