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
1426
$3.66M ﹤0.01%
21,665
+7,179
1427
$3.65M ﹤0.01%
531,239
+141,096
1428
$3.65M ﹤0.01%
+66,165
1429
$3.65M ﹤0.01%
70,582
+43,951
1430
$3.64M ﹤0.01%
34,553
-36,351
1431
$3.63M ﹤0.01%
64,759
+33,561
1432
$3.63M ﹤0.01%
35,434
-111,148
1433
$3.62M ﹤0.01%
80,000
1434
$3.62M ﹤0.01%
58,936
-159,751
1435
$3.6M ﹤0.01%
75,056
+64,862
1436
$3.59M ﹤0.01%
3,359
+663
1437
$3.59M ﹤0.01%
25,918
-2,905
1438
$3.58M ﹤0.01%
70,965
+47,204
1439
$3.58M ﹤0.01%
96,743
+13,487
1440
$3.57M ﹤0.01%
39,991
+22,860
1441
$3.57M ﹤0.01%
90,852
+44,048
1442
$3.56M ﹤0.01%
75,441
+21,914
1443
$3.56M ﹤0.01%
87,982
-24,383
1444
$3.56M ﹤0.01%
66,537
+22,585
1445
$3.56M ﹤0.01%
137,186
-3,420
1446
$3.55M ﹤0.01%
28,907
+8,153
1447
$3.55M ﹤0.01%
68,345
-32,070
1448
$3.55M ﹤0.01%
732,951
-114,867
1449
$3.54M ﹤0.01%
118,326
+67,261
1450
$3.53M ﹤0.01%
42,912
-8,779