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
3276
$92K ﹤0.01%
+114
3277
$92K ﹤0.01%
2,047
-3,910
3278
$92K ﹤0.01%
7,483
+6,524
3279
$92K ﹤0.01%
30,099
+13,501
3280
$92K ﹤0.01%
3,650
-23,340
3281
$92K ﹤0.01%
6,040
-3,881
3282
$91K ﹤0.01%
5,031
+4,805
3283
$91K ﹤0.01%
23,316
+2,294
3284
$91K ﹤0.01%
22,878
+649
3285
$91K ﹤0.01%
+508
3286
$91K ﹤0.01%
14,523
+13,238
3287
$90K ﹤0.01%
475
+441
3288
$90K ﹤0.01%
22,890
+10,246
3289
$90K ﹤0.01%
8,848
+2,138
3290
$89K ﹤0.01%
+1,852
3291
$89K ﹤0.01%
16,110
+13,503
3292
$89K ﹤0.01%
2,070
+1,875
3293
$89K ﹤0.01%
3,725
+3,448
3294
$89K ﹤0.01%
+1,975
3295
$89K ﹤0.01%
9,848
-1,578
3296
$88K ﹤0.01%
5,982
+5,266
3297
$88K ﹤0.01%
5,102
+4,841
3298
$88K ﹤0.01%
18,463
+2,887
3299
$88K ﹤0.01%
990
+890
3300
$88K ﹤0.01%
+189