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
2551
$498K ﹤0.01%
35,748
+10,693
2552
$497K ﹤0.01%
509
+483
2553
$495K ﹤0.01%
20,679
+18,683
2554
$493K ﹤0.01%
12,669
+5,898
2555
$493K ﹤0.01%
33,448
+17,600
2556
$493K ﹤0.01%
2,080
-1,974
2557
$493K ﹤0.01%
14,500
+13,288
2558
$492K ﹤0.01%
50,816
+9,659
2559
$492K ﹤0.01%
3,404
+3,021
2560
$491K ﹤0.01%
308
-112
2561
$491K ﹤0.01%
24,153
-28,555
2562
$491K ﹤0.01%
20,942
+13,642
2563
$488K ﹤0.01%
11,831
-9,671
2564
$488K ﹤0.01%
15,950
-19,004
2565
$488K ﹤0.01%
229
-735
2566
$486K ﹤0.01%
40,131
+8,029
2567
$485K ﹤0.01%
104,916
+91,765
2568
$485K ﹤0.01%
325,786
-471,131
2569
$485K ﹤0.01%
74,250
-9,570
2570
$484K ﹤0.01%
15,455
+8,830
2571
$481K ﹤0.01%
+19,269
2572
$481K ﹤0.01%
12,494
+5,297
2573
$480K ﹤0.01%
30,782
+15,013
2574
$480K ﹤0.01%
190,816
+44,209
2575
$480K ﹤0.01%
34,856
+30,625