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
1126
$3.8M ﹤0.01%
174,812
-24,658
1127
$3.79M ﹤0.01%
41,139
-39,877
1128
$3.78M ﹤0.01%
122,597
-27,039
1129
$3.78M ﹤0.01%
23,389
+14,286
1130
$3.77M ﹤0.01%
158,040
+43,730
1131
$3.76M ﹤0.01%
94,664
+56,255
1132
$3.76M ﹤0.01%
183,706
-482,808
1133
$3.76M ﹤0.01%
123,178
+25,978
1134
$3.75M ﹤0.01%
97,343
-172,836
1135
$3.75M ﹤0.01%
100,000
+20,000
1136
$3.75M ﹤0.01%
197,710
-25,290
1137
$3.73M ﹤0.01%
58,956
+25,395
1138
$3.73M ﹤0.01%
178,972
-29,227
1139
$3.72M ﹤0.01%
80,000
1140
$3.72M ﹤0.01%
82,496
+40,898
1141
$3.71M ﹤0.01%
390,137
+20,373
1142
$3.71M ﹤0.01%
62,132
+24,794
1143
$3.71M ﹤0.01%
39,119
+3,210
1144
$3.69M ﹤0.01%
24,076
+2,146
1145
$3.69M ﹤0.01%
143,521
-20,965
1146
$3.68M ﹤0.01%
53,038
+23,087
1147
$3.67M ﹤0.01%
20,136
+11,710
1148
$3.67M ﹤0.01%
48,617
+32,905
1149
$3.66M ﹤0.01%
102,510
+39,742
1150
$3.65M ﹤0.01%
40,007
+1,594