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
3451
$62K ﹤0.01%
+823
3452
$62K ﹤0.01%
8,432
+8,298
3453
$62K ﹤0.01%
4,025
+2,775
3454
$62K ﹤0.01%
17,272
+15,386
3455
$62K ﹤0.01%
3,603
-667,961
3456
$61K ﹤0.01%
435
+360
3457
$61K ﹤0.01%
150
+109
3458
$61K ﹤0.01%
3,540
+3,282
3459
$61K ﹤0.01%
6,086
+5,244
3460
$61K ﹤0.01%
14,322
+14,212
3461
$61K ﹤0.01%
26,431
+15,828
3462
$61K ﹤0.01%
+4,476
3463
$60K ﹤0.01%
5,297
+4,522
3464
$60K ﹤0.01%
+1,740
3465
$60K ﹤0.01%
1,106
+906
3466
$60K ﹤0.01%
+388
3467
$60K ﹤0.01%
2,264
+2,049
3468
$60K ﹤0.01%
2,616
-458
3469
$60K ﹤0.01%
+8,490
3470
$60K ﹤0.01%
+5,256
3471
$60K ﹤0.01%
2,928
+2,651
3472
$60K ﹤0.01%
+6,300
3473
$60K ﹤0.01%
7,492
+7,204
3474
$60K ﹤0.01%
12,854
-20,039
3475
$59K ﹤0.01%
1,525
-60