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
$96.4B
AUM Growth
-$19.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,701
New
Increased
Reduced
Closed

Top Buys

1 +$292M
2 +$288M
3 +$273M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$261M
5
NI icon
NiSource
NI
+$240M

Top Sells

1 +$2.05B
2 +$1.81B
3 +$1.01B
4
XOM icon
Exxon Mobil
XOM
+$862M
5
TSLA icon
Tesla
TSLA
+$834M

Sector Composition

1 Technology 27.58%
2 Consumer Discretionary 11.38%
3 Healthcare 10.81%
4 Financials 10.71%
5 Communication Services 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3651
$47K ﹤0.01%
628
-1,284
3652
$46K ﹤0.01%
26,886
+12,635
3653
$46K ﹤0.01%
+6,111
3654
$46K ﹤0.01%
5,000
3655
$46K ﹤0.01%
900
+400
3656
$46K ﹤0.01%
11,643
+5,534
3657
$45K ﹤0.01%
725
3658
$45K ﹤0.01%
6,357
-901,825
3659
$45K ﹤0.01%
1,430
3660
$45K ﹤0.01%
20,649
-19,129
3661
$45K ﹤0.01%
22,802
+13,429
3662
$44K ﹤0.01%
6,038
+2,834
3663
$44K ﹤0.01%
1,828
3664
$44K ﹤0.01%
946
3665
$44K ﹤0.01%
3,502
3666
$44K ﹤0.01%
+930
3667
$44K ﹤0.01%
37,102
+17,240
3668
$43K ﹤0.01%
890
3669
$43K ﹤0.01%
10,000
3670
$43K ﹤0.01%
5,045
+2,340
3671
$42K ﹤0.01%
2,693
3672
$42K ﹤0.01%
7,931
+3,733
3673
$42K ﹤0.01%
39,116
+7,836
3674
$42K ﹤0.01%
233,333
3675
$42K ﹤0.01%
55,739
+26,320