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
2751
$315K ﹤0.01%
52,331
+45,389
2752
$314K ﹤0.01%
59,722
+58,837
2753
$313K ﹤0.01%
25,656
+3,705
2754
$313K ﹤0.01%
27,481
+2,193
2755
$312K ﹤0.01%
19,309
+8,342
2756
$311K ﹤0.01%
11,341
+9,754
2757
$311K ﹤0.01%
+4,740
2758
$310K ﹤0.01%
4,278
-2,754
2759
$309K ﹤0.01%
7,553
+7,304
2760
$309K ﹤0.01%
113,980
+51,460
2761
$307K ﹤0.01%
24,849
+21,109
2762
$306K ﹤0.01%
20,937
+20,668
2763
$306K ﹤0.01%
22,064
+13,854
2764
$304K ﹤0.01%
2,349
+768
2765
$303K ﹤0.01%
17,913
+2,298
2766
$302K ﹤0.01%
+31,998
2767
$302K ﹤0.01%
80,583
+50,551
2768
$302K ﹤0.01%
10,694
+4,294
2769
$300K ﹤0.01%
13,679
+4,556
2770
$300K ﹤0.01%
101,328
+68,619
2771
$299K ﹤0.01%
23,146
+18,181
2772
$298K ﹤0.01%
23,406
+6,019
2773
$298K ﹤0.01%
+8,673
2774
$297K ﹤0.01%
18,354
+17,102
2775
$297K ﹤0.01%
10,101
+9,765