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
1876
$1.32M ﹤0.01%
+3,768
1877
$1.32M ﹤0.01%
33,474
-4,088
1878
$1.32M ﹤0.01%
31,484
-32,955
1879
$1.32M ﹤0.01%
64,557
-52,461
1880
$1.32M ﹤0.01%
19,049
+16,439
1881
$1.32M ﹤0.01%
57,722
+16,411
1882
$1.31M ﹤0.01%
102,178
-13,426
1883
$1.31M ﹤0.01%
31,248
+20,270
1884
$1.31M ﹤0.01%
22,451
+2,952
1885
$1.31M ﹤0.01%
26,410
+25,871
1886
$1.31M ﹤0.01%
27,663
-4,379
1887
$1.3M ﹤0.01%
13,431
-23,357
1888
$1.3M ﹤0.01%
19,920
-891
1889
$1.3M ﹤0.01%
37,993
+13,623
1890
$1.3M ﹤0.01%
42,111
+13,924
1891
$1.3M ﹤0.01%
33,788
+13,297
1892
$1.29M ﹤0.01%
31,873
+9,033
1893
$1.29M ﹤0.01%
14,497
+14,093
1894
$1.29M ﹤0.01%
33,363
+9,202
1895
$1.29M ﹤0.01%
48,872
+29,075
1896
$1.29M ﹤0.01%
39,899
+29,140
1897
$1.28M ﹤0.01%
19,253
-30,041
1898
$1.28M ﹤0.01%
32,031
+13,589
1899
$1.28M ﹤0.01%
22,720
-6,618
1900
$1.28M ﹤0.01%
28,645
+27,008