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
2926
$211K ﹤0.01%
45,671
+45,259
2927
$210K ﹤0.01%
20,982
+17,182
2928
$210K ﹤0.01%
1,480
-5,842
2929
$208K ﹤0.01%
11,392
-10,402
2930
$208K ﹤0.01%
3,980
+1,394
2931
$207K ﹤0.01%
3,321
+3,020
2932
$207K ﹤0.01%
+39,900
2933
$206K ﹤0.01%
32,457
+31,976
2934
$205K ﹤0.01%
+5,940
2935
$204K ﹤0.01%
49,619
+12,772
2936
$204K ﹤0.01%
9,092
+3,656
2937
$203K ﹤0.01%
18,415
+11,169
2938
$203K ﹤0.01%
5,272
-245
2939
$202K ﹤0.01%
27,063
+25,839
2940
$202K ﹤0.01%
406
+45
2941
$201K ﹤0.01%
+17,203
2942
$201K ﹤0.01%
5,700
-26,157
2943
$201K ﹤0.01%
62,758
-90,660
2944
$201K ﹤0.01%
16,144
+15,696
2945
$200K ﹤0.01%
1,878
-18,547
2946
$200K ﹤0.01%
29,397
+10,315
2947
$200K ﹤0.01%
7,361
-8,423
2948
$199K ﹤0.01%
10,316
+2,337
2949
$197K ﹤0.01%
4,713
+4,154
2950
$197K ﹤0.01%
26,504
+8,477