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
1001
$4.68M ﹤0.01%
81,807
+5,004
1002
$4.68M ﹤0.01%
359,813
-17,284
1003
$4.68M ﹤0.01%
207,727
-222,327
1004
$4.66M ﹤0.01%
62,140
+9,174
1005
$4.66M ﹤0.01%
74,027
+36,469
1006
$4.65M ﹤0.01%
18,916
+1,030
1007
$4.65M ﹤0.01%
49,528
+38,038
1008
$4.63M ﹤0.01%
226,310
+63,949
1009
$4.62M ﹤0.01%
403,524
+164,857
1010
$4.62M ﹤0.01%
365,446
+34,606
1011
$4.62M ﹤0.01%
2,356
-3,109
1012
$4.61M ﹤0.01%
22,044
-53,702
1013
$4.6M ﹤0.01%
92,455
+11,700
1014
$4.59M ﹤0.01%
340,555
+121,085
1015
$4.58M ﹤0.01%
+43,350
1016
$4.58M ﹤0.01%
122,926
+95,321
1017
$4.57M ﹤0.01%
146,840
-96,114
1018
$4.56M ﹤0.01%
241,445
-6,374
1019
$4.55M ﹤0.01%
215,903
+206,737
1020
$4.54M ﹤0.01%
163,315
+3,092
1021
$4.54M ﹤0.01%
317,086
-84,946
1022
$4.51M ﹤0.01%
101,751
+38,949
1023
$4.51M ﹤0.01%
286,478
+1,707
1024
$4.48M ﹤0.01%
97,558
1025
$4.47M ﹤0.01%
248,507
-151,658