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
1726
$1.57M ﹤0.01%
18,440
-248,854
1727
$1.57M ﹤0.01%
125,424
+93,354
1728
$1.57M ﹤0.01%
156,139
+7,345
1729
$1.56M ﹤0.01%
19,026
-2,453
1730
$1.56M ﹤0.01%
20,200
-2,911
1731
$1.56M ﹤0.01%
103,193
+97,540
1732
$1.56M ﹤0.01%
17,534
-8,163
1733
$1.56M ﹤0.01%
74,270
-25,084
1734
$1.56M ﹤0.01%
26,872
-37,250
1735
$1.56M ﹤0.01%
66,459
+3,769
1736
$1.55M ﹤0.01%
32,157
+1,038
1737
$1.55M ﹤0.01%
82,060
+80,361
1738
$1.55M ﹤0.01%
19,322
+368
1739
$1.55M ﹤0.01%
43,872
+20,672
1740
$1.55M ﹤0.01%
23,428
+12,313
1741
$1.54M ﹤0.01%
180,905
-4,672
1742
$1.54M ﹤0.01%
79,155
+77,574
1743
$1.54M ﹤0.01%
18,497
+628
1744
$1.54M ﹤0.01%
28,861
+7,302
1745
$1.54M ﹤0.01%
35,478
-5,859
1746
$1.54M ﹤0.01%
23,045
-4,123
1747
$1.53M ﹤0.01%
30,362
-113,885
1748
$1.53M ﹤0.01%
105,950
+4,790
1749
$1.53M ﹤0.01%
252,730
-40,064
1750
$1.52M ﹤0.01%
51,468
+42,384