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
4201
-200
4202
$0 ﹤0.01%
+19
4203
-22,685
4204
-7,699
4205
-96,573
4206
-72,825
4207
-20,237
4208
-850,345
4209
-124,765
4210
-116,970
4211
-225,208
4212
-78,920
4213
-34,779
4214
-9,451
4215
-887,308
4216
-81,147
4217
-5,211
4218
-913,362
4219
-81,195
4220
-663,204
4221
-14,909
4222
-159
4223
-16,625
4224
-395,987
4225
-145