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
1676
$735K ﹤0.01%
8,599
+3,114
1677
$734K ﹤0.01%
4,912
+2,754
1678
$733K ﹤0.01%
16,820
+8,037
1679
$732K ﹤0.01%
11,323
+3,415
1680
$732K ﹤0.01%
23,771
+23,356
1681
$731K ﹤0.01%
20,971
+7,639
1682
$730K ﹤0.01%
20,258
-22,096
1683
$728K ﹤0.01%
29,220
-32,984
1684
$727K ﹤0.01%
33,894
+8,848
1685
$726K ﹤0.01%
7,699
+3,820
1686
$726K ﹤0.01%
42,120
-691,070
1687
$725K ﹤0.01%
27,116
-13,825
1688
$723K ﹤0.01%
85,734
-72,732
1689
$722K ﹤0.01%
49,533
+41,019
1690
$721K ﹤0.01%
63,082
-9,354
1691
$718K ﹤0.01%
17,576
-3,335
1692
$717K ﹤0.01%
40,029
+10,206
1693
$717K ﹤0.01%
23,610
+14,554
1694
$717K ﹤0.01%
18,811
+9,992
1695
$712K ﹤0.01%
+32,944
1696
$712K ﹤0.01%
38,001
-32,021
1697
$711K ﹤0.01%
21,344
-40,154
1698
$711K ﹤0.01%
77,685
+20,535
1699
$710K ﹤0.01%
42,776
-8,919
1700
$706K ﹤0.01%
137,408
-32,879