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
3651
$38K ﹤0.01%
700
-3,000
3652
$38K ﹤0.01%
1,864
+1,688
3653
$38K ﹤0.01%
3,754
+3,398
3654
$38K ﹤0.01%
1,421
+1,287
3655
$38K ﹤0.01%
1,000
3656
$38K ﹤0.01%
2,452
+2,264
3657
$38K ﹤0.01%
2,198
+1,623
3658
$38K ﹤0.01%
1,190
-4,854
3659
$37K ﹤0.01%
3,262
+2,941
3660
$37K ﹤0.01%
2,102
+1,923
3661
$37K ﹤0.01%
6,668
3662
$37K ﹤0.01%
12,759
-5
3663
$37K ﹤0.01%
3,501
+3,500
3664
$37K ﹤0.01%
7,101
+4,357
3665
$36K ﹤0.01%
15,884
+15,789
3666
$36K ﹤0.01%
2,174
+2,038
3667
$36K ﹤0.01%
4,759
+4,307
3668
$36K ﹤0.01%
7,092
+6,903
3669
$36K ﹤0.01%
1,786
3670
$36K ﹤0.01%
2,139
+2,001
3671
$36K ﹤0.01%
+1,642
3672
$36K ﹤0.01%
2,093
+1,895
3673
$36K ﹤0.01%
+5,450
3674
$36K ﹤0.01%
1,439
+1,303
3675
$35K ﹤0.01%
1,384
-3,111