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
1601
$1.83M ﹤0.01%
116,535
+30,616
1602
$1.81M ﹤0.01%
495,822
-56,319
1603
$1.81M ﹤0.01%
47,174
-35,846
1604
$1.81M ﹤0.01%
30,837
+18,165
1605
$1.81M ﹤0.01%
87,588
+44,322
1606
$1.81M ﹤0.01%
96,722
+4,114
1607
$1.81M ﹤0.01%
36,175
-262,119
1608
$1.8M ﹤0.01%
33,058
-392,526
1609
$1.8M ﹤0.01%
33,380
+2,317
1610
$1.8M ﹤0.01%
72,624
-2,694
1611
$1.8M ﹤0.01%
91,734
+3,997
1612
$1.79M ﹤0.01%
22,156
-17,541
1613
$1.79M ﹤0.01%
28,617
+4,644
1614
$1.79M ﹤0.01%
53,609
+19,964
1615
$1.79M ﹤0.01%
100,775
+92,186
1616
$1.78M ﹤0.01%
11,350
-10,495
1617
$1.78M ﹤0.01%
19,500
+9,333
1618
$1.78M ﹤0.01%
34,842
+20,240
1619
$1.77M ﹤0.01%
31,864
+7,453
1620
$1.77M ﹤0.01%
33,890
+24,540
1621
$1.77M ﹤0.01%
20,966
-25,836
1622
$1.77M ﹤0.01%
44,075
+21,273
1623
$1.77M ﹤0.01%
273,301
+96,258
1624
$1.77M ﹤0.01%
30,119
+29,519
1625
$1.77M ﹤0.01%
52,089
+19,100