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
1976
$2.5M ﹤0.01%
460,039
+220,176
1977
$2.5M ﹤0.01%
50,376
+15,832
1978
$2.5M ﹤0.01%
162,974
+459
1979
$2.5M ﹤0.01%
271,749
+134,093
1980
$2.49M ﹤0.01%
31,001
+13,107
1981
$2.49M ﹤0.01%
142,409
-40,642
1982
$2.49M ﹤0.01%
41,525
+25,687
1983
$2.49M ﹤0.01%
49,268
-48,333
1984
$2.48M ﹤0.01%
407,582
+21,521
1985
$2.48M ﹤0.01%
156,910
-18,835
1986
$2.48M ﹤0.01%
255,618
+83,496
1987
$2.47M ﹤0.01%
57,879
+32,379
1988
$2.47M ﹤0.01%
296,384
+169,756
1989
$2.46M ﹤0.01%
216,969
-30,553
1990
$2.46M ﹤0.01%
110,622
+86,227
1991
$2.46M ﹤0.01%
150,115
+149,707
1992
$2.46M ﹤0.01%
435,105
-562,134
1993
$2.45M ﹤0.01%
71,771
+53,172
1994
$2.45M ﹤0.01%
168,026
+936
1995
$2.45M ﹤0.01%
70,012
+53,961
1996
$2.45M ﹤0.01%
19,607
+13,986
1997
$2.44M ﹤0.01%
94,347
+56,046
1998
$2.44M ﹤0.01%
127,404
+76,389
1999
$2.43M ﹤0.01%
10,829
+240
2000
$2.43M ﹤0.01%
297,022
+136,600