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
4001
$6K ﹤0.01%
+148
4002
$6K ﹤0.01%
+350
4003
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+196
4004
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2,725
4005
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+751
4006
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1,181
4007
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84
4008
$6K ﹤0.01%
+894
4009
$6K ﹤0.01%
2,050
4010
$6K ﹤0.01%
170,301
4011
$6K ﹤0.01%
200
4012
$6K ﹤0.01%
116,666
4013
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409
4014
$5K ﹤0.01%
+648
4015
$5K ﹤0.01%
6,029
-12,269
4016
$5K ﹤0.01%
3,644
4017
$5K ﹤0.01%
118
-220
4018
$5K ﹤0.01%
213
+208
4019
$5K ﹤0.01%
1,500
-100
4020
$5K ﹤0.01%
926
4021
$5K ﹤0.01%
1,054
-845
4022
$5K ﹤0.01%
310
4023
$5K ﹤0.01%
1,251
4024
$5K ﹤0.01%
15,622
4025
$5K ﹤0.01%
1,080