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
$227B
AUM Growth
+$9.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,603
New
Increased
Reduced
Closed

Top Buys

1 +$1B
2 +$697M
3 +$447M
4
ACN icon
Accenture
ACN
+$439M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$421M

Top Sells

1 +$2.27B
2 +$2.01B
3 +$1.97B
4
SBUX icon
Starbucks
SBUX
+$1.61B
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.07B

Sector Composition

1 Technology 32.41%
2 Financials 11.84%
3 Consumer Discretionary 10.72%
4 Healthcare 9.02%
5 Communication Services 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3701
$67K ﹤0.01%
+22,946
3702
$67K ﹤0.01%
29,160
+22,420
3703
$67K ﹤0.01%
2,733
3704
$67K ﹤0.01%
4,051
+1,686
3705
$67K ﹤0.01%
9,912
+7,127
3706
$67K ﹤0.01%
+2,800
3707
$66K ﹤0.01%
32,311
+32,210
3708
$66K ﹤0.01%
20,269
+15,034
3709
$66K ﹤0.01%
+13,244
3710
$66K ﹤0.01%
1,068
-99,767
3711
$65K ﹤0.01%
12,428
+8,561
3712
$65K ﹤0.01%
6,544
+3,042
3713
$65K ﹤0.01%
846
3714
$64K ﹤0.01%
5,674
+1,109
3715
$64K ﹤0.01%
29,930
3716
$64K ﹤0.01%
49,337
3717
$63K ﹤0.01%
9,658
3718
$63K ﹤0.01%
+1,400
3719
$63K ﹤0.01%
+1,657
3720
$62K ﹤0.01%
16,730
+13,479
3721
$62K ﹤0.01%
1,182
3722
$62K ﹤0.01%
2,318
+537
3723
$61K ﹤0.01%
344
3724
$61K ﹤0.01%
3,333
-2,237
3725
$61K ﹤0.01%
110,044
-5,934