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
3676
$41K ﹤0.01%
12,500
-93,774
3677
$41K ﹤0.01%
676
3678
$40K ﹤0.01%
9,329
+4,387
3679
$40K ﹤0.01%
430
3680
$40K ﹤0.01%
15,986
-14,894
3681
$40K ﹤0.01%
601
-20,880
3682
$39K ﹤0.01%
+6,500
3683
$39K ﹤0.01%
6,745
+2,066
3684
$39K ﹤0.01%
21,498
-16,573
3685
$38K ﹤0.01%
9,021
+4,253
3686
$38K ﹤0.01%
8,887
+3,570
3687
$38K ﹤0.01%
6,505
+3,070
3688
$38K ﹤0.01%
2,818
+1,356
3689
$38K ﹤0.01%
3,274
-706
3690
$38K ﹤0.01%
20,911
+9,868
3691
$38K ﹤0.01%
5,934
+2,782
3692
$37K ﹤0.01%
19,351
3693
$37K ﹤0.01%
1,685
-9,481
3694
$37K ﹤0.01%
1,000
3695
$37K ﹤0.01%
5,000
3696
$37K ﹤0.01%
477
+11
3697
$36K ﹤0.01%
5,787
3698
$36K ﹤0.01%
6,273
3699
$36K ﹤0.01%
+720
3700
$36K ﹤0.01%
887
+415