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
1526
$1.01M ﹤0.01%
26,601
-17,735
1527
$1.01M ﹤0.01%
17,220
-27,333
1528
$1M ﹤0.01%
33,065
-8,173
1529
$1M ﹤0.01%
14,250
+2,589
1530
$1M ﹤0.01%
15,351
-7,238
1531
$1M ﹤0.01%
65,423
+21,898
1532
$1M ﹤0.01%
81,522
+9,715
1533
$1M ﹤0.01%
19,364
-14,858
1534
$1M ﹤0.01%
16,334
+15,707
1535
$991K ﹤0.01%
21,431
-8,916
1536
$991K ﹤0.01%
35,814
-34,024
1537
$991K ﹤0.01%
9,333
+5,936
1538
$988K ﹤0.01%
24,696
-15,218
1539
$987K ﹤0.01%
17,601
-13,963
1540
$985K ﹤0.01%
88,897
+86,726
1541
$980K ﹤0.01%
18,577
+7,440
1542
$979K ﹤0.01%
+7,865
1543
$977K ﹤0.01%
171,658
+164,831
1544
$976K ﹤0.01%
28,067
-2,517
1545
$973K ﹤0.01%
49,544
+47,903
1546
$973K ﹤0.01%
32,719
+376
1547
$972K ﹤0.01%
4,297
+56
1548
$972K ﹤0.01%
19,965
+16,101
1549
$966K ﹤0.01%
55,996
-41,414
1550
$965K ﹤0.01%
156,651
+16,641