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
2451
$176K ﹤0.01%
3,782
-1,815
2452
$176K ﹤0.01%
8,157
+157
2453
$175K ﹤0.01%
1,650
2454
$175K ﹤0.01%
12,819
-7,616
2455
$175K ﹤0.01%
15,074
-3,875
2456
$175K ﹤0.01%
11,609
-6,339
2457
$174K ﹤0.01%
5,136
+3,299
2458
$174K ﹤0.01%
+3,600
2459
$174K ﹤0.01%
3,401
+1,827
2460
$174K ﹤0.01%
6,219
+4,012
2461
$173K ﹤0.01%
7,517
-52,438
2462
$173K ﹤0.01%
10,198
-10,360
2463
$173K ﹤0.01%
762
-985
2464
$172K ﹤0.01%
8,601
-1,004
2465
$172K ﹤0.01%
14,288
-18,583
2466
$172K ﹤0.01%
7,223
-691
2467
$172K ﹤0.01%
8,608
-9,397
2468
$171K ﹤0.01%
66,282
+53,219
2469
$171K ﹤0.01%
4,582
-299
2470
$171K ﹤0.01%
7,186
-130,674
2471
$170K ﹤0.01%
2,019
-823
2472
$170K ﹤0.01%
+1
2473
$170K ﹤0.01%
33,357
+19,995
2474
$170K ﹤0.01%
10,502
+10,220
2475
$170K ﹤0.01%
38,193
-84,599