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
3726
$29K ﹤0.01%
489
+439
3727
$29K ﹤0.01%
5,570
+4,993
3728
$29K ﹤0.01%
+2,125
3729
$29K ﹤0.01%
13,686
+6,080
3730
$28K ﹤0.01%
718
+651
3731
$28K ﹤0.01%
1,953
3732
$28K ﹤0.01%
723
+655
3733
$28K ﹤0.01%
725
-10
3734
$28K ﹤0.01%
4,440
+4,430
3735
$28K ﹤0.01%
13,855
+7,659
3736
$28K ﹤0.01%
5,448
+4,699
3737
$28K ﹤0.01%
40,000
3738
$27K ﹤0.01%
2,421
+121
3739
$27K ﹤0.01%
10,322
-6,078
3740
$27K ﹤0.01%
476
-276
3741
$27K ﹤0.01%
4,752
+1,195
3742
$27K ﹤0.01%
46
+42
3743
$27K ﹤0.01%
1,727
-3,757
3744
$27K ﹤0.01%
501
+394
3745
$27K ﹤0.01%
4,076
+1,960
3746
$27K ﹤0.01%
1,569
+1,421
3747
$26K ﹤0.01%
+1,718
3748
$26K ﹤0.01%
450
3749
$26K ﹤0.01%
664
+601
3750
$26K ﹤0.01%
27,538
+17,479