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
2876
$233K ﹤0.01%
2,680
+200
2877
$233K ﹤0.01%
14,819
+11,852
2878
$232K ﹤0.01%
95,057
-6,000
2879
$229K ﹤0.01%
13,241
+11,358
2880
$228K ﹤0.01%
27,403
+3,504
2881
$228K ﹤0.01%
+109
2882
$228K ﹤0.01%
+5,869
2883
$228K ﹤0.01%
+14,700
2884
$227K ﹤0.01%
4,634
+4,524
2885
$227K ﹤0.01%
+26,980
2886
$226K ﹤0.01%
35,500
-686
2887
$226K ﹤0.01%
9,236
+7,613
2888
$226K ﹤0.01%
6,040
+5,685
2889
$226K ﹤0.01%
16,565
-70,914
2890
$225K ﹤0.01%
13,202
+2,265
2891
$225K ﹤0.01%
3,748
+3,400
2892
$225K ﹤0.01%
45,078
+19,416
2893
$224K ﹤0.01%
17,991
+13,235
2894
$222K ﹤0.01%
13,993
+4,573
2895
$222K ﹤0.01%
+18,179
2896
$222K ﹤0.01%
4,414
+3,105
2897
$222K ﹤0.01%
15,012
-1,376
2898
$222K ﹤0.01%
46,226
+37,713
2899
$221K ﹤0.01%
6,104
+5,525
2900
$221K ﹤0.01%
38,110
+16,731