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
1851
$1.37M ﹤0.01%
103,814
+69,545
1852
$1.37M ﹤0.01%
57,453
+9,353
1853
$1.37M ﹤0.01%
15,600
+7,292
1854
$1.37M ﹤0.01%
52,835
+27,615
1855
$1.37M ﹤0.01%
81,621
-44,790
1856
$1.37M ﹤0.01%
+63,674
1857
$1.37M ﹤0.01%
87,514
+44,163
1858
$1.36M ﹤0.01%
117,749
+52,992
1859
$1.36M ﹤0.01%
108,170
+50,637
1860
$1.36M ﹤0.01%
62,602
-235,581
1861
$1.36M ﹤0.01%
47,268
+29,003
1862
$1.36M ﹤0.01%
69,311
+63,511
1863
$1.36M ﹤0.01%
45,588
+36,757
1864
$1.35M ﹤0.01%
93,182
+79,580
1865
$1.35M ﹤0.01%
12,881
-1,142
1866
$1.35M ﹤0.01%
22,810
-28,859
1867
$1.35M ﹤0.01%
113,400
+85,900
1868
$1.34M ﹤0.01%
+28,000
1869
$1.34M ﹤0.01%
18,442
+3,545
1870
$1.34M ﹤0.01%
17,765
+3,982
1871
$1.34M ﹤0.01%
254,301
-310,478
1872
$1.34M ﹤0.01%
40,521
+39,257
1873
$1.33M ﹤0.01%
261,000
+255,422
1874
$1.33M ﹤0.01%
35,323
-11,154
1875
$1.33M ﹤0.01%
21,462
+10,659