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
3601
$43K ﹤0.01%
314
+303
3602
$43K ﹤0.01%
26,400
3603
$43K ﹤0.01%
+2,560
3604
$43K ﹤0.01%
44
-11
3605
$43K ﹤0.01%
+105
3606
$43K ﹤0.01%
1,701
+1,555
3607
$43K ﹤0.01%
2,243
+2,036
3608
$43K ﹤0.01%
2,816
+2,540
3609
$42K ﹤0.01%
2,737
+2,364
3610
$42K ﹤0.01%
1,819
3611
$42K ﹤0.01%
1,175
+650
3612
$42K ﹤0.01%
32,242
+30,862
3613
$42K ﹤0.01%
4,017
+3,637
3614
$42K ﹤0.01%
2,568
+2,164
3615
$42K ﹤0.01%
1,484
+1,344
3616
$42K ﹤0.01%
1,918
+1,316
3617
$42K ﹤0.01%
+6,976
3618
$42K ﹤0.01%
5,901
+5,119
3619
$41K ﹤0.01%
1,999
+1,876
3620
$41K ﹤0.01%
630
3621
$41K ﹤0.01%
2,153
+323
3622
$41K ﹤0.01%
+4,300
3623
$41K ﹤0.01%
923
+750
3624
$41K ﹤0.01%
979
+954
3625
$41K ﹤0.01%
2,312
+2,099