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
1326
$1.51M ﹤0.01%
82,856
+32,104
1327
$1.51M ﹤0.01%
145,377
+78,133
1328
$1.51M ﹤0.01%
48,600
-70
1329
$1.51M ﹤0.01%
53,856
-235,723
1330
$1.5M ﹤0.01%
73,454
+3,591
1331
$1.5M ﹤0.01%
159,502
-19,186
1332
$1.49M ﹤0.01%
16,410
+890
1333
$1.49M ﹤0.01%
132,832
1334
$1.49M ﹤0.01%
43,993
-239,507
1335
$1.49M ﹤0.01%
2,680
+616
1336
$1.48M ﹤0.01%
26,123
-29,743
1337
$1.48M ﹤0.01%
29,567
+25,833
1338
$1.47M ﹤0.01%
37,926
+30,976
1339
$1.47M ﹤0.01%
90,343
+78,920
1340
$1.47M ﹤0.01%
33,300
-515
1341
$1.47M ﹤0.01%
62,955
+54,111
1342
$1.46M ﹤0.01%
1,684
-7,703
1343
$1.46M ﹤0.01%
34,577
-3,850
1344
$1.46M ﹤0.01%
19,057
-9,543
1345
$1.46M ﹤0.01%
19,718
+15,263
1346
$1.45M ﹤0.01%
16,645
+3,487
1347
$1.45M ﹤0.01%
87,623
+429
1348
$1.45M ﹤0.01%
78,877
+782
1349
$1.44M ﹤0.01%
16,596
+14,969
1350
$1.44M ﹤0.01%
14,080
-4,941