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
1076
$4.1M ﹤0.01%
91,077
+32,648
1077
$4.09M ﹤0.01%
385,365
-12,512
1078
$4.09M ﹤0.01%
217,380
+60,190
1079
$4.08M ﹤0.01%
85,107
-43,593
1080
$4.06M ﹤0.01%
222,198
-359,474
1081
$4.06M ﹤0.01%
78,293
+45,377
1082
$4.04M ﹤0.01%
169,004
+64,885
1083
$4.04M ﹤0.01%
106,188
+53,296
1084
$4.04M ﹤0.01%
46,865
+21,001
1085
$4.04M ﹤0.01%
53,779
-56,782
1086
$4.04M ﹤0.01%
141,581
+26,058
1087
$4.04M ﹤0.01%
85,857
+11,289
1088
$4.04M ﹤0.01%
127,178
-333,929
1089
$4.02M ﹤0.01%
130,818
+83,758
1090
$4.02M ﹤0.01%
217,006
-25,514
1091
$4M ﹤0.01%
837,932
+693,464
1092
$4M ﹤0.01%
243,837
+180,710
1093
$3.99M ﹤0.01%
29,219
-115
1094
$3.98M ﹤0.01%
190,954
+70,550
1095
$3.98M ﹤0.01%
145,209
+124,048
1096
$3.98M ﹤0.01%
749,106
-255,148
1097
$3.98M ﹤0.01%
45,470
+31,421
1098
$3.97M ﹤0.01%
50,000
1099
$3.97M ﹤0.01%
+175,000
1100
$3.97M ﹤0.01%
138,375
+69,695