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
1551
$1.95M ﹤0.01%
148,852
+72,164
1552
$1.94M ﹤0.01%
23,139
-67,791
1553
$1.94M ﹤0.01%
32,884
+12,703
1554
$1.94M ﹤0.01%
101,137
-68,376
1555
$1.94M ﹤0.01%
37,023
-219
1556
$1.94M ﹤0.01%
53,140
+43,483
1557
$1.93M ﹤0.01%
54,763
+26,612
1558
$1.93M ﹤0.01%
53,694
+5,234
1559
$1.92M ﹤0.01%
13,537
-11,158
1560
$1.92M ﹤0.01%
121,437
-377,308
1561
$1.92M ﹤0.01%
25,323
+2,231
1562
$1.92M ﹤0.01%
48,362
+20,264
1563
$1.91M ﹤0.01%
42,241
+6,748
1564
$1.91M ﹤0.01%
377,876
+268,681
1565
$1.91M ﹤0.01%
93,494
+34,548
1566
$1.91M ﹤0.01%
118,161
+8,839
1567
$1.9M ﹤0.01%
146,629
-14,870
1568
$1.9M ﹤0.01%
57,531
-15,269
1569
$1.9M ﹤0.01%
53,327
+51,174
1570
$1.9M ﹤0.01%
256,771
+76,440
1571
$1.9M ﹤0.01%
40,350
+25,734
1572
$1.89M ﹤0.01%
20,430
-1,654
1573
$1.89M ﹤0.01%
89,715
+34,850
1574
$1.89M ﹤0.01%
92,259
+17,747
1575
$1.89M ﹤0.01%
10,966
-10,507