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
2101
$328K ﹤0.01%
7,204
+5,787
2102
$327K ﹤0.01%
9,150
-1,105
2103
$327K ﹤0.01%
22,066
-28,509
2104
$327K ﹤0.01%
4,008
+3,418
2105
$326K ﹤0.01%
4,144
-397
2106
$326K ﹤0.01%
7,182
-10,718
2107
$325K ﹤0.01%
7,652
+1,815
2108
$325K ﹤0.01%
17,188
-10,736
2109
$324K ﹤0.01%
18,390
+16,546
2110
$323K ﹤0.01%
13,761
+1,058
2111
$322K ﹤0.01%
31,428
-87,113
2112
$321K ﹤0.01%
7,080
+2,447
2113
$320K ﹤0.01%
12,919
+3,834
2114
$320K ﹤0.01%
8,702
-24,920
2115
$320K ﹤0.01%
11,688
-2,582
2116
$319K ﹤0.01%
561
+558
2117
$319K ﹤0.01%
9,213
-8,638
2118
$318K ﹤0.01%
10,220
+874
2119
$318K ﹤0.01%
19,422
-20,507
2120
$317K ﹤0.01%
11,201
-3,378
2121
$316K ﹤0.01%
4,626
-4,570
2122
$316K ﹤0.01%
16,845
+1,834
2123
$315K ﹤0.01%
31,653
-213,334
2124
$315K ﹤0.01%
19,588
-4,679
2125
$315K ﹤0.01%
26,200