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
501
$22.1M 0.02%
557,303
502
$21.8M 0.02%
950,091
+296,072
503
$21.8M 0.02%
688,551
-1,446,081
504
$21.8M 0.02%
127,587
-100,264
505
$21.7M 0.02%
380,348
-114,308
506
$21.7M 0.02%
1,440,000
507
$21.7M 0.01%
269,354
+51,703
508
$21.7M 0.01%
188,006
-79,412
509
$21.6M 0.01%
251,667
-142,137
510
$21.6M 0.01%
451,804
+67,638
511
$21.6M 0.01%
271,558
-64,049
512
$21.5M 0.01%
141,899
-7,175
513
$21.5M 0.01%
376,072
+52,419
514
$21.5M 0.01%
899,259
-404,328
515
$21.5M 0.01%
85,362
-25,475
516
$21.5M 0.01%
3,801,902
-1,705,674
517
$21.5M 0.01%
157,680
-6,659
518
$21.5M 0.01%
248,612
+47,624
519
$21.4M 0.01%
154,110
+9,797
520
$21.3M 0.01%
165,244
+16,821
521
$21.3M 0.01%
387,124
+225,838
522
$21.3M 0.01%
70,681
+2,639
523
$21.2M 0.01%
507,843
-565,724
524
$21.1M 0.01%
836,986
+214,486
525
$21M 0.01%
253,039
+234,417