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
1426
$2.31M ﹤0.01%
109,601
-189,366
1427
$2.31M ﹤0.01%
62,732
+8,833
1428
$2.3M ﹤0.01%
194,273
+32,572
1429
$2.3M ﹤0.01%
37,214
-1,212
1430
$2.3M ﹤0.01%
126,329
-60,030
1431
$2.3M ﹤0.01%
27,782
-179,449
1432
$2.3M ﹤0.01%
21,300
-24,477
1433
$2.29M ﹤0.01%
101,671
+20,002
1434
$2.29M ﹤0.01%
57,376
+12,605
1435
$2.29M ﹤0.01%
18,945
+18,544
1436
$2.29M ﹤0.01%
60,145
+53,166
1437
$2.29M ﹤0.01%
67,420
+33,507
1438
$2.28M ﹤0.01%
65,640
+25,143
1439
$2.28M ﹤0.01%
19,287
+19,286
1440
$2.27M ﹤0.01%
35,485
+17,187
1441
$2.27M ﹤0.01%
173,713
+119,213
1442
$2.27M ﹤0.01%
23,292
+14,045
1443
$2.26M ﹤0.01%
24,646
-21,945
1444
$2.26M ﹤0.01%
101,596
-24,400
1445
$2.26M ﹤0.01%
35,508
-6,054
1446
$2.25M ﹤0.01%
+43,704
1447
$2.25M ﹤0.01%
45,090
+35,531
1448
$2.25M ﹤0.01%
77,888
+27,674
1449
$2.25M ﹤0.01%
55,567
+31,854
1450
$2.24M ﹤0.01%
5,179
+141