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
$71.3B
AUM Growth
+$9.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,662
New
Increased
Reduced
Closed

Top Buys

1 +$360M
2 +$358M
3 +$308M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$259M
5
XOM icon
Exxon Mobil
XOM
+$239M

Sector Composition

1 Technology 16.04%
2 Financials 10.98%
3 Healthcare 10.52%
4 Communication Services 8.56%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$534K ﹤0.01%
+56,028
2502
$534K ﹤0.01%
29,294
+24,391
2503
$534K ﹤0.01%
+29,900
2504
$532K ﹤0.01%
42,028
-27,598
2505
$532K ﹤0.01%
16,328
+8,387
2506
$532K ﹤0.01%
41,576
-33,000
2507
$529K ﹤0.01%
+16,556
2508
$529K ﹤0.01%
33,477
+17,260
2509
$528K ﹤0.01%
14,799
+9,920
2510
$526K ﹤0.01%
46,072
-716,000
2511
$525K ﹤0.01%
31,784
-3,973
2512
$524K ﹤0.01%
15,709
-29,107
2513
$524K ﹤0.01%
24,072
+6,348
2514
$524K ﹤0.01%
4,165
-1,644
2515
$524K ﹤0.01%
39,608
-15,854
2516
$524K ﹤0.01%
4,737
+3,512
2517
$523K ﹤0.01%
35,102
-2,907
2518
$522K ﹤0.01%
2,267
+2,078
2519
$522K ﹤0.01%
9,354
-1,797
2520
$521K ﹤0.01%
23,631
+10,906
2521
$519K ﹤0.01%
72,048
-815
2522
$518K ﹤0.01%
13,300
-10,877
2523
$518K ﹤0.01%
20,696
+7,834
2524
$517K ﹤0.01%
31,129
+15,410
2525
$516K ﹤0.01%
73,292
-21,161