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
2376
$198K ﹤0.01%
4,873
+61
2377
$198K ﹤0.01%
9,069
+1,167
2378
$197K ﹤0.01%
12,255
-70,668
2379
$197K ﹤0.01%
4,816
+4,446
2380
$197K ﹤0.01%
22,102
-8,098
2381
$197K ﹤0.01%
10,469
+8,715
2382
$197K ﹤0.01%
28,012
-105,875
2383
$197K ﹤0.01%
11,993
+4,943
2384
$196K ﹤0.01%
8,570
+5,190
2385
$196K ﹤0.01%
4,987
-54,879
2386
$196K ﹤0.01%
9,921
+5,429
2387
$196K ﹤0.01%
9,088
-2,355
2388
$196K ﹤0.01%
5,494
+2,399
2389
$196K ﹤0.01%
10,273
-2,293
2390
$195K ﹤0.01%
11,865
-995
2391
$194K ﹤0.01%
12,410
-15,502
2392
$194K ﹤0.01%
10,849
+426
2393
$194K ﹤0.01%
10,563
-7,397
2394
$193K ﹤0.01%
25,390
-60,967
2395
$193K ﹤0.01%
3,792
-1,432
2396
$192K ﹤0.01%
4,855
-2,012
2397
$192K ﹤0.01%
11,327
-877
2398
$192K ﹤0.01%
5,207
+3,903
2399
$191K ﹤0.01%
4,880
-4,368
2400
$191K ﹤0.01%
2,098
-22,265