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
1226
$3.23M ﹤0.01%
93,336
+15,855
1227
$3.21M ﹤0.01%
59,223
+36,648
1228
$3.21M ﹤0.01%
191,983
+31,922
1229
$3.21M ﹤0.01%
41,705
-8,957
1230
$3.21M ﹤0.01%
29,983
-12,770
1231
$3.21M ﹤0.01%
45,904
+2,285
1232
$3.2M ﹤0.01%
39,115
+13,857
1233
$3.19M ﹤0.01%
49,346
+4,128
1234
$3.19M ﹤0.01%
547,997
+35,963
1235
$3.19M ﹤0.01%
136,005
+39,036
1236
$3.19M ﹤0.01%
36,686
+14,316
1237
$3.19M ﹤0.01%
+23,954
1238
$3.18M ﹤0.01%
107,340
+58,121
1239
$3.17M ﹤0.01%
63,275
+43,506
1240
$3.17M ﹤0.01%
22,880
-25,186
1241
$3.16M ﹤0.01%
58,117
+25,531
1242
$3.14M ﹤0.01%
147,321
-145,641
1243
$3.13M ﹤0.01%
19,809
+7,356
1244
$3.13M ﹤0.01%
34,629
-17,394
1245
$3.12M ﹤0.01%
1,228,800
+595,712
1246
$3.12M ﹤0.01%
24,494
-35,615
1247
$3.11M ﹤0.01%
82,934
-64,560
1248
$3.1M ﹤0.01%
24,034
+11,223
1249
$3.1M ﹤0.01%
1,571,229
+1,161
1250
$3.1M ﹤0.01%
39,659
-46,418