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
$41.4B
AUM Growth
+$950M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,604
New
Increased
Reduced
Closed

Top Buys

1 +$1.33B
2 +$236M
3 +$229M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$215M
5
SO icon
Southern Company
SO
+$173M

Top Sells

1 +$724M
2 +$458M
3 +$410M
4
IYR icon
iShares US Real Estate ETF
IYR
+$393M
5
ZTS icon
Zoetis
ZTS
+$217M

Sector Composition

1 Financials 9.37%
2 Healthcare 8.6%
3 Technology 8.56%
4 Energy 6.93%
5 Communication Services 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$210M 0.25%
1,857,191
+598,409
27
$205M 0.24%
8,892,241
+2,688,804
28
$193M 0.23%
1,553,089
+1,353,524
29
$192M 0.23%
1,995,476
+546,090
30
$182M 0.22%
1,309,824
+607,692
31
$182M 0.22%
4,924,558
+843,289
32
$179M 0.21%
1,719,351
+190,520
33
$177M 0.21%
4,416,743
+339,761
34
$173M 0.21%
2,082,491
+1,104,463
35
$170M 0.2%
1,982,132
+61,347
36
$169M 0.2%
3,510,820
+396,632
37
$162M 0.19%
3,523,638
+533,706
38
$160M 0.19%
2,534,893
-2,500,379
39
$153M 0.18%
589,433
-672
40
$152M 0.18%
2,274,894
+304,066
41
$150M 0.18%
11,561,763
+8,932,393
42
$148M 0.18%
4,495,936
-190,733
43
$148M 0.18%
1,604,089
+24,039
44
$147M 0.17%
1,854,737
+474,009
45
$146M 0.17%
2,094,510
+90,255
46
$145M 0.17%
2,103,518
+278,706
47
$144M 0.17%
9,247,440
+2,386,960
48
$141M 0.17%
3,945,175
+3,414,222
49
$140M 0.17%
1,864,405
+271,152
50
$140M 0.17%
3,327,798
+1,788,325