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
2451
$663K ﹤0.01%
108,742
+55,744
2452
$663K ﹤0.01%
12,700
+9,334
2453
$662K ﹤0.01%
29,160
+19,503
2454
$662K ﹤0.01%
45,874
+15,665
2455
$662K ﹤0.01%
63,173
+1,100
2456
$657K ﹤0.01%
11,777
+5,407
2457
$656K ﹤0.01%
36,997
+29,592
2458
$653K ﹤0.01%
13,081
+9,599
2459
$648K ﹤0.01%
4,487
+1,050
2460
$647K ﹤0.01%
3,412
+1,302
2461
$646K ﹤0.01%
6,319
+2,968
2462
$645K ﹤0.01%
196
+101
2463
$643K ﹤0.01%
28,179
+2,821
2464
$641K ﹤0.01%
25,127
2465
$636K ﹤0.01%
163,761
+59,377
2466
$636K ﹤0.01%
20,104
+17,757
2467
$634K ﹤0.01%
8,916
+7,161
2468
$634K ﹤0.01%
51,000
+11,400
2469
$634K ﹤0.01%
+57,706
2470
$632K ﹤0.01%
34,135
+12,994
2471
$631K ﹤0.01%
27,381
+12,016
2472
$629K ﹤0.01%
168,951
+114,533
2473
$628K ﹤0.01%
13,470
+4,681
2474
$627K ﹤0.01%
59,507
2475
$627K ﹤0.01%
36,531
+11,285