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
3726
$32K ﹤0.01%
7,292
+3,369
3727
$32K ﹤0.01%
1,964
3728
$32K ﹤0.01%
1,039
3729
$32K ﹤0.01%
5,425
+2,107
3730
$32K ﹤0.01%
38,446
+18,088
3731
$32K ﹤0.01%
+2,538
3732
$32K ﹤0.01%
5,335
+2,519
3733
$32K ﹤0.01%
18,810
+8,918
3734
$32K ﹤0.01%
52,767
+32,432
3735
$32K ﹤0.01%
3,102
3736
$31K ﹤0.01%
6,224
-10,430
3737
$31K ﹤0.01%
1,985
3738
$31K ﹤0.01%
26,104
+12,321
3739
$31K ﹤0.01%
2,384
-5,939
3740
$31K ﹤0.01%
+1,100
3741
$31K ﹤0.01%
5,000
3742
$31K ﹤0.01%
1,000
3743
$30K ﹤0.01%
1,000
-348,500
3744
$30K ﹤0.01%
2,994
3745
$30K ﹤0.01%
10,130
+4,837
3746
$30K ﹤0.01%
41,954
+20,857
3747
$30K ﹤0.01%
2,347
-812
3748
$30K ﹤0.01%
3,278
+1,552
3749
$30K ﹤0.01%
9,958
3750
$29K ﹤0.01%
2,789
+1,313