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
26
$399M 0.27%
5,021,775
+106,206
27
$397M 0.27%
3,574,563
+1,727,212
28
$396M 0.27%
3,232,680
+916,315
29
$389M 0.27%
14,110,856
+1,206,937
30
$386M 0.27%
25,128,882
-1,941,135
31
$385M 0.27%
1,556,208
+143,972
32
$380M 0.26%
8,129,202
+7,698,780
33
$375M 0.26%
983,933
+98,681
34
$375M 0.26%
10,518,300
-1,993,780
35
$372M 0.26%
6,922,070
-501,043
36
$369M 0.25%
7,880,617
+928,456
37
$339M 0.23%
6,308,957
+329,478
38
$328M 0.23%
2,433,831
+470,780
39
$324M 0.22%
5,211,637
-342,131
40
$323M 0.22%
1,769,191
-1,335,805
41
$313M 0.22%
1,629,147
-450,145
42
$295M 0.2%
3,985,476
+3,504,228
43
$288M 0.2%
6,772,278
+748,012
44
$287M 0.2%
7,181,008
+685,232
45
$287M 0.2%
3,149,076
-43,523
46
$284M 0.2%
4,873,914
+1,409,563
47
$282M 0.19%
1,056,794
+196,379
48
$281M 0.19%
1,596,923
-15,668
49
$278M 0.19%
2,941,647
+997,326
50
$272M 0.19%
6,342,333
+2,757,395