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
151
$139M 0.06%
1,686,964
+134,826
152
$137M 0.06%
436,062
-175,725
153
$137M 0.06%
1,771,469
-1,451,729
154
$135M 0.06%
817,281
-420,033
155
$134M 0.06%
10,763,804
-6,316,334
156
$132M 0.06%
1,306,397
-1,266,971
157
$132M 0.06%
1,632,730
-4,186,727
158
$131M 0.06%
2,927,146
-1,096,652
159
$131M 0.06%
1,851,500
+1,031,276
160
$130M 0.06%
3,793,337
+2,858,334
161
$129M 0.06%
4,659,478
+3,031,843
162
$128M 0.06%
2,447,774
-691,771
163
$127M 0.06%
457,843
-164,885
164
$127M 0.06%
1,481,763
-2,446,246
165
$127M 0.06%
2,512,021
+577,954
166
$124M 0.06%
486,595
-399,061
167
$123M 0.06%
4,117,735
-4,783,999
168
$123M 0.06%
1,255,579
-1,922,977
169
$123M 0.06%
641,188
-231,097
170
$120M 0.06%
1,249,272
-87,925
171
$120M 0.06%
2,459,181
+1,158,118
172
$119M 0.05%
1,215,812
-152,065
173
$118M 0.05%
2,094,610
+1,936,981
174
$117M 0.05%
1,340,091
-728,386
175
$116M 0.05%
471,810
+20,137