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
1501
$2.1M ﹤0.01%
44,967
+21,489
1502
$2.1M ﹤0.01%
41,864
+5,556
1503
$2.1M ﹤0.01%
53,482
+42,526
1504
$2.1M ﹤0.01%
23,958
+4,597
1505
$2.1M ﹤0.01%
109,468
+104,336
1506
$2.09M ﹤0.01%
93,022
-496,083
1507
$2.09M ﹤0.01%
16,055
+10,072
1508
$2.08M ﹤0.01%
80,722
+79,516
1509
$2.08M ﹤0.01%
93,214
+14,116
1510
$2.08M ﹤0.01%
66,734
+51,260
1511
$2.08M ﹤0.01%
25,274
+23,207
1512
$2.08M ﹤0.01%
44,848
+24,360
1513
$2.08M ﹤0.01%
19,849
+13,617
1514
$2.08M ﹤0.01%
37,319
+15,969
1515
$2.07M ﹤0.01%
49,761
+27,320
1516
$2.07M ﹤0.01%
22,400
+17,495
1517
$2.07M ﹤0.01%
132,210
-12,372
1518
$2.06M ﹤0.01%
25,493
+9,644
1519
$2.06M ﹤0.01%
20,895
+16,377
1520
$2.06M ﹤0.01%
482,967
+128,271
1521
$2.06M ﹤0.01%
20,097
+7,901
1522
$2.05M ﹤0.01%
119,461
+29,771
1523
$2.05M ﹤0.01%
30,575
+22,233
1524
$2.04M ﹤0.01%
68,243
+3,177
1525
$2.04M ﹤0.01%
36,375
+24,681