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
3951
$12K ﹤0.01%
300
3952
$12K ﹤0.01%
96
3953
$12K ﹤0.01%
+382
3954
$12K ﹤0.01%
5,310
3955
$12K ﹤0.01%
+250
3956
$12K ﹤0.01%
+450
3957
$12K ﹤0.01%
470
+465
3958
$11K ﹤0.01%
+319
3959
$11K ﹤0.01%
474
-19,127
3960
$10K ﹤0.01%
+652
3961
$10K ﹤0.01%
+265
3962
$10K ﹤0.01%
3,492
+1,157
3963
$10K ﹤0.01%
1,071
-7,991
3964
$10K ﹤0.01%
1,421
3965
$10K ﹤0.01%
2,014
3966
$10K ﹤0.01%
895
+550
3967
$10K ﹤0.01%
266
3968
$10K ﹤0.01%
+288
3969
$10K ﹤0.01%
+359
3970
$10K ﹤0.01%
1,048
3971
$10K ﹤0.01%
+1,586
3972
$10K ﹤0.01%
+400
3973
$10K ﹤0.01%
38,200
3974
$9K ﹤0.01%
+1,084
3975
$9K ﹤0.01%
2,113