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
1526
$2.04M ﹤0.01%
39,941
-12,975
1527
$2.03M ﹤0.01%
37,426
+20,905
1528
$2.02M ﹤0.01%
40,097
+13,474
1529
$2.02M ﹤0.01%
239,430
-392,515
1530
$2.02M ﹤0.01%
35,449
-11,675
1531
$2.02M ﹤0.01%
155,280
+23,964
1532
$2.02M ﹤0.01%
45,453
-159,807
1533
$2.01M ﹤0.01%
69,698
+634
1534
$2.01M ﹤0.01%
128,512
+74,406
1535
$2M ﹤0.01%
10,002
+1,790
1536
$2M ﹤0.01%
93,403
+31,160
1537
$2M ﹤0.01%
56,704
+7,975
1538
$1.99M ﹤0.01%
39,335
-34,424
1539
$1.99M ﹤0.01%
71,133
-22,866
1540
$1.99M ﹤0.01%
117,072
+65,639
1541
$1.98M ﹤0.01%
32,524
-518
1542
$1.98M ﹤0.01%
102,962
+32,139
1543
$1.98M ﹤0.01%
80,199
+34,078
1544
$1.98M ﹤0.01%
124,180
-11,973
1545
$1.98M ﹤0.01%
143,719
+64,472
1546
$1.98M ﹤0.01%
28,203
+17,524
1547
$1.98M ﹤0.01%
59,901
+207
1548
$1.97M ﹤0.01%
52,776
+17,624
1549
$1.96M ﹤0.01%
73,223
+71,576
1550
$1.96M ﹤0.01%
750,650
+462,350