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
1926
$1.8M ﹤0.01%
183,851
-2,431
1927
$1.79M ﹤0.01%
7,236
+1,399
1928
$1.79M ﹤0.01%
20,018
+11,802
1929
$1.79M ﹤0.01%
101,852
+57,372
1930
$1.78M ﹤0.01%
41,639
-91,645
1931
$1.78M ﹤0.01%
76,411
+28,810
1932
$1.78M ﹤0.01%
29,642
+20,862
1933
$1.77M ﹤0.01%
196,242
+78,500
1934
$1.77M ﹤0.01%
21,826
+5,375
1935
$1.77M ﹤0.01%
33,706
+9,816
1936
$1.77M ﹤0.01%
20,291
+9,035
1937
$1.76M ﹤0.01%
17,737
+4,673
1938
$1.76M ﹤0.01%
140,000
1939
$1.75M ﹤0.01%
26,341
-49
1940
$1.75M ﹤0.01%
12,295
+46
1941
$1.75M ﹤0.01%
100,820
+14,870
1942
$1.75M ﹤0.01%
45,516
-7,942
1943
$1.74M ﹤0.01%
64,794
+63,594
1944
$1.74M ﹤0.01%
93,649
+26,999
1945
$1.73M ﹤0.01%
101,689
-8,646
1946
$1.73M ﹤0.01%
69,975
-113,664
1947
$1.73M ﹤0.01%
97,350
+74,996
1948
$1.73M ﹤0.01%
103,866
+6,213
1949
$1.73M ﹤0.01%
27,279
+9,292
1950
$1.72M ﹤0.01%
55,129
+17,623