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
1926
$2.69M ﹤0.01%
18,977
+84
1927
$2.69M ﹤0.01%
172,515
+144,014
1928
$2.69M ﹤0.01%
67,371
+53,404
1929
$2.68M ﹤0.01%
69,271
+59,048
1930
$2.68M ﹤0.01%
268,668
+179,493
1931
$2.67M ﹤0.01%
182,629
+139,161
1932
$2.67M ﹤0.01%
55,389
-51,967
1933
$2.66M ﹤0.01%
31,349
+11,680
1934
$2.66M ﹤0.01%
33,508
+17,413
1935
$2.66M ﹤0.01%
4,813
+1,235
1936
$2.65M ﹤0.01%
52,545
+31,467
1937
$2.65M ﹤0.01%
51,848
+31,219
1938
$2.65M ﹤0.01%
21,063
+16,336
1939
$2.64M ﹤0.01%
241,137
+205,657
1940
$2.62M ﹤0.01%
90,234
+69,704
1941
$2.62M ﹤0.01%
145,401
+112,354
1942
$2.62M ﹤0.01%
117,053
+41,525
1943
$2.62M ﹤0.01%
247,865
+165,740
1944
$2.62M ﹤0.01%
88,727
-840
1945
$2.61M ﹤0.01%
124,728
-128,084
1946
$2.61M ﹤0.01%
54,346
+26,881
1947
$2.61M ﹤0.01%
64,032
+47,081
1948
$2.61M ﹤0.01%
224,241
+57,666
1949
$2.61M ﹤0.01%
52,755
+26,871
1950
$2.6M ﹤0.01%
66,761
+47,429