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
3751
$26K ﹤0.01%
4,259
-9,078
3752
$25K ﹤0.01%
912
+817
3753
$25K ﹤0.01%
7,234
-25,150
3754
$25K ﹤0.01%
+1,437
3755
$25K ﹤0.01%
1,502
+200
3756
$25K ﹤0.01%
+1,164
3757
$25K ﹤0.01%
751
+599
3758
$25K ﹤0.01%
1,000
3759
$25K ﹤0.01%
286
+260
3760
$25K ﹤0.01%
+3,029
3761
$25K ﹤0.01%
10,265
-6,201
3762
$25K ﹤0.01%
222
+207
3763
$24K ﹤0.01%
55
-10
3764
$24K ﹤0.01%
3,138
+2,596
3765
$24K ﹤0.01%
2,610
+2,363
3766
$24K ﹤0.01%
+15,418
3767
$24K ﹤0.01%
5,621
+5,363
3768
$24K ﹤0.01%
4,463
+4,115
3769
$24K ﹤0.01%
12,490
+12,488
3770
$23K ﹤0.01%
1,232
+1,145
3771
$23K ﹤0.01%
+355
3772
$23K ﹤0.01%
432
3773
$23K ﹤0.01%
4,662
3774
$23K ﹤0.01%
390
3775
$23K ﹤0.01%
322
-100