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
1451
$2.24M ﹤0.01%
90,471
-2,767
1452
$2.24M ﹤0.01%
391,601
+223,534
1453
$2.24M ﹤0.01%
167,682
+151,026
1454
$2.24M ﹤0.01%
114,602
+72,319
1455
$2.23M ﹤0.01%
45,183
-51,107
1456
$2.23M ﹤0.01%
26,587
+14,002
1457
$2.23M ﹤0.01%
37,630
1458
$2.22M ﹤0.01%
27,779
+24,436
1459
$2.22M ﹤0.01%
71,751
-35,562
1460
$2.22M ﹤0.01%
58,864
+20,362
1461
$2.21M ﹤0.01%
37,228
+5,117
1462
$2.21M ﹤0.01%
111,937
-19,211
1463
$2.2M ﹤0.01%
146,073
-580,685
1464
$2.2M ﹤0.01%
46,200
+36,826
1465
$2.2M ﹤0.01%
83,326
-7,091
1466
$2.2M ﹤0.01%
115,482
+102,143
1467
$2.19M ﹤0.01%
124,225
+2,932
1468
$2.19M ﹤0.01%
22,608
-10,974
1469
$2.19M ﹤0.01%
81,669
+69,172
1470
$2.19M ﹤0.01%
5,021
+2,693
1471
$2.18M ﹤0.01%
31,189
+12,718
1472
$2.18M ﹤0.01%
37,071
+12,031
1473
$2.18M ﹤0.01%
40,867
+26,657
1474
$2.17M ﹤0.01%
33,572
+4,199
1475
$2.16M ﹤0.01%
39,511
+27,801