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
1451
$3.53M ﹤0.01%
101,689
-23,694
1452
$3.52M ﹤0.01%
56,801
+51,960
1453
$3.52M ﹤0.01%
78,577
-10,282
1454
$3.51M ﹤0.01%
61,147
+60,727
1455
$3.5M ﹤0.01%
93,635
+43,773
1456
$3.5M ﹤0.01%
83,119
+30,913
1457
$3.48M ﹤0.01%
124,823
-35,659
1458
$3.47M ﹤0.01%
176,015
+32,739
1459
$3.47M ﹤0.01%
30,130
+15,542
1460
$3.47M ﹤0.01%
5,890
+2,989
1461
$3.47M ﹤0.01%
38,085
+7,390
1462
$3.46M ﹤0.01%
46,011
+8,662
1463
$3.46M ﹤0.01%
122,524
+53,688
1464
$3.45M ﹤0.01%
42,738
-14,130
1465
$3.44M ﹤0.01%
83,118
+10,422
1466
$3.43M ﹤0.01%
619,741
+262,991
1467
$3.43M ﹤0.01%
45,334
+12,260
1468
$3.42M ﹤0.01%
25,370
-1,646
1469
$3.42M ﹤0.01%
47,598
+20,626
1470
$3.42M ﹤0.01%
197,284
-364,972
1471
$3.41M ﹤0.01%
14,656
+8,517
1472
$3.4M ﹤0.01%
166,945
-15,519
1473
$3.4M ﹤0.01%
38,174
-36,478
1474
$3.4M ﹤0.01%
101,000
-4,725
1475
$3.39M ﹤0.01%
144,153
+32,059