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
1401
$2.41M ﹤0.01%
20,536
-1,920
1402
$2.41M ﹤0.01%
49,509
+30,429
1403
$2.41M ﹤0.01%
94,054
+34,150
1404
$2.41M ﹤0.01%
+1,848
1405
$2.4M ﹤0.01%
24,116
+13,452
1406
$2.4M ﹤0.01%
103,730
+30,462
1407
$2.4M ﹤0.01%
5,309
-237
1408
$2.4M ﹤0.01%
221,932
+220,232
1409
$2.39M ﹤0.01%
55,085
+8,606
1410
$2.38M ﹤0.01%
34,463
+22,704
1411
$2.38M ﹤0.01%
36,988
+6,384
1412
$2.38M ﹤0.01%
99,916
-35,998
1413
$2.38M ﹤0.01%
636,743
+74,224
1414
$2.37M ﹤0.01%
335,218
+255,026
1415
$2.35M ﹤0.01%
102,166
-88,262
1416
$2.35M ﹤0.01%
30,637
+12,962
1417
$2.35M ﹤0.01%
20,778
-326
1418
$2.35M ﹤0.01%
49,468
+19,262
1419
$2.35M ﹤0.01%
91,196
-22,733
1420
$2.33M ﹤0.01%
58,241
+11,744
1421
$2.33M ﹤0.01%
116,456
+72,856
1422
$2.32M ﹤0.01%
93,013
+37,910
1423
$2.32M ﹤0.01%
30,142
+8,225
1424
$2.32M ﹤0.01%
72,185
+27,672
1425
$2.31M ﹤0.01%
66,490
+46,374