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
3126
$129K ﹤0.01%
14,898
+13,484
3127
$128K ﹤0.01%
4,712
+3,852
3128
$128K ﹤0.01%
1,466
+808
3129
$128K ﹤0.01%
7,260
3130
$128K ﹤0.01%
+26,009
3131
$128K ﹤0.01%
952
+116
3132
$128K ﹤0.01%
6,029
+5,557
3133
$128K ﹤0.01%
2,053
+1,878
3134
$128K ﹤0.01%
2,958
+1,860
3135
$127K ﹤0.01%
14,624
-7,922
3136
$127K ﹤0.01%
6,526
+2,757
3137
$126K ﹤0.01%
34,135
+4,955
3138
$126K ﹤0.01%
3,737
3139
$126K ﹤0.01%
6,075
+5,796
3140
$126K ﹤0.01%
5,798
+5,591
3141
$125K ﹤0.01%
305
-523
3142
$125K ﹤0.01%
1,045
+120
3143
$125K ﹤0.01%
9,059
+5,395
3144
$125K ﹤0.01%
15,434
+12,206
3145
$125K ﹤0.01%
+1,891
3146
$125K ﹤0.01%
+7,576
3147
$124K ﹤0.01%
7,805
+126
3148
$124K ﹤0.01%
4,904
+4,541
3149
$123K ﹤0.01%
7,159
+6,239
3150
$123K ﹤0.01%
64
+25