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
201
$97.3M 0.04%
2,698,561
+20,458
202
$97.2M 0.04%
1,677,647
-2,535,119
203
$96.9M 0.04%
3,747,408
+3,374,558
204
$95.9M 0.04%
2,156,718
+799,925
205
$95.9M 0.04%
903,441
-503,110
206
$95M 0.04%
1,366,000
+71,264
207
$95M 0.04%
1,327,886
-525,205
208
$92.9M 0.04%
506,905
-67,609
209
$92.2M 0.04%
1,362,005
-3,405,862
210
$89.1M 0.04%
813,109
-221,167
211
$88.6M 0.04%
2,115,901
+341,298
212
$88.2M 0.04%
415,978
+148,590
213
$88.1M 0.04%
913,251
-499,678
214
$87.5M 0.04%
3,377,931
+1,830,002
215
$87.3M 0.04%
276,825
-381,590
216
$86.8M 0.04%
431,515
-596,941
217
$85.6M 0.04%
176,410
-72,885
218
$85.3M 0.04%
513,460
-25,262
219
$85.1M 0.04%
239,054
-256,775
220
$84.1M 0.04%
2,382,487
+749,600
221
$82.9M 0.04%
1,375,301
+158,939
222
$82.6M 0.04%
1,906,714
+560,427
223
$80.5M 0.04%
933,503
+349,228
224
$80.3M 0.04%
315,461
-57,287
225
$79.7M 0.04%
1,632,704
+12,204