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
1026
$4.44M ﹤0.01%
448,316
+279,110
1027
$4.43M ﹤0.01%
2,436,598
+2,383,771
1028
$4.43M ﹤0.01%
58,330
+9,604
1029
$4.42M ﹤0.01%
255,000
+15,000
1030
$4.42M ﹤0.01%
28,219
+15,434
1031
$4.42M ﹤0.01%
64,278
+26,740
1032
$4.4M ﹤0.01%
26,464
+19,385
1033
$4.4M ﹤0.01%
102,758
+63,201
1034
$4.38M ﹤0.01%
231,978
+183,506
1035
$4.37M ﹤0.01%
114,502
-116,368
1036
$4.36M ﹤0.01%
95,165
+18,960
1037
$4.35M ﹤0.01%
107,632
-3,483
1038
$4.34M ﹤0.01%
29,864
-10,011
1039
$4.33M ﹤0.01%
80,000
1040
$4.31M ﹤0.01%
292,877
+237,497
1041
$4.3M ﹤0.01%
67,095
-225,391
1042
$4.3M ﹤0.01%
82,943
+32,786
1043
$4.29M ﹤0.01%
111,573
-109,318
1044
$4.27M ﹤0.01%
38,741
+620
1045
$4.27M ﹤0.01%
38,749
+19,498
1046
$4.27M ﹤0.01%
624,571
+347,976
1047
$4.26M ﹤0.01%
124,116
-5,209
1048
$4.25M ﹤0.01%
90,335
-208,637
1049
$4.24M ﹤0.01%
86,683
+28,443
1050
$4.24M ﹤0.01%
62,994
+16,782