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
2151
$300K ﹤0.01%
8,793
-42,730
2152
$300K ﹤0.01%
11,930
+2,568
2153
$300K ﹤0.01%
34,345
-8,380
2154
$299K ﹤0.01%
7,458
+6,623
2155
$299K ﹤0.01%
1,770
-1,531
2156
$299K ﹤0.01%
34,008
-9,275
2157
$299K ﹤0.01%
14,073
-1,912
2158
$298K ﹤0.01%
25,890
-170,664
2159
$297K ﹤0.01%
12,342
-25,727
2160
$297K ﹤0.01%
16,669
-49,355
2161
$297K ﹤0.01%
64,915
-18,363
2162
$296K ﹤0.01%
24,466
+17,064
2163
$296K ﹤0.01%
51,786
-88,533
2164
$296K ﹤0.01%
6,855
-1,054
2165
$295K ﹤0.01%
6,466
-10,669
2166
$295K ﹤0.01%
77,288
+65,471
2167
$294K ﹤0.01%
11,172
-8,840
2168
$293K ﹤0.01%
11,566
+11,120
2169
$293K ﹤0.01%
8,105
+6,999
2170
$293K ﹤0.01%
8,600
+1,679
2171
$293K ﹤0.01%
6,843
-12,729
2172
$292K ﹤0.01%
14,052
+6,490
2173
$292K ﹤0.01%
8,101
+7,427
2174
$291K ﹤0.01%
3,884
+370
2175
$291K ﹤0.01%
5,751
-1,837