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
3301
$88K ﹤0.01%
4,978
+4,390
3302
$87K ﹤0.01%
5,177
+4,597
3303
$87K ﹤0.01%
+6,493
3304
$87K ﹤0.01%
3,060
+2,816
3305
$87K ﹤0.01%
578
3306
$87K ﹤0.01%
6,868
+6,444
3307
$87K ﹤0.01%
2,111
-22,666
3308
$86K ﹤0.01%
3,296
-2,539
3309
$86K ﹤0.01%
3,338
+1,983
3310
$86K ﹤0.01%
754
+137
3311
$86K ﹤0.01%
18,520
-430
3312
$86K ﹤0.01%
2,676
+2,523
3313
$85K ﹤0.01%
534
+501
3314
$85K ﹤0.01%
3,345
+3,342
3315
$85K ﹤0.01%
1,742
+1,606
3316
$84K ﹤0.01%
3,705
+3,408
3317
$84K ﹤0.01%
4,419
+2,071
3318
$84K ﹤0.01%
2,785
+2,626
3319
$84K ﹤0.01%
50,592
-147,267
3320
$84K ﹤0.01%
8,251
+7,780
3321
$84K ﹤0.01%
8,449
+7,790
3322
$83K ﹤0.01%
+3,461
3323
$83K ﹤0.01%
1,312
+892
3324
$83K ﹤0.01%
2,462
+2,302
3325
$83K ﹤0.01%
6,289
+5,760