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
2326
$827K ﹤0.01%
+22,845
2327
$827K ﹤0.01%
44,246
+10,958
2328
$826K ﹤0.01%
59,291
-58,642
2329
$824K ﹤0.01%
35,739
-16,053
2330
$824K ﹤0.01%
12,472
+8,505
2331
$823K ﹤0.01%
19,267
-3,566
2332
$822K ﹤0.01%
39,598
+35,316
2333
$820K ﹤0.01%
66,012
+27,890
2334
$820K ﹤0.01%
26,292
+7,302
2335
$819K ﹤0.01%
19,009
+2,771
2336
$818K ﹤0.01%
22,111
+22,106
2337
$818K ﹤0.01%
57,732
+46,393
2338
$818K ﹤0.01%
42,587
+9,833
2339
$817K ﹤0.01%
101,061
+93,674
2340
$817K ﹤0.01%
4,234
+4,081
2341
$816K ﹤0.01%
43,270
+2,030
2342
$811K ﹤0.01%
13,147
-2,220
2343
$808K ﹤0.01%
15,005
-2,835
2344
$808K ﹤0.01%
13,987
-3,517
2345
$803K ﹤0.01%
23,840
+9,437
2346
$802K ﹤0.01%
+13,177
2347
$801K ﹤0.01%
31,065
+14,411
2348
$800K ﹤0.01%
20,705
+9,845
2349
$799K ﹤0.01%
22,509
+15,011
2350
$799K ﹤0.01%
218,940
+108,746