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
1951
$1.22M ﹤0.01%
30,698
-113,207
1952
$1.21M ﹤0.01%
5,767
+400
1953
$1.21M ﹤0.01%
49,600
+31,083
1954
$1.21M ﹤0.01%
58,692
-765,585
1955
$1.21M ﹤0.01%
49,634
+2,785
1956
$1.21M ﹤0.01%
151,933
+61,509
1957
$1.21M ﹤0.01%
18,496
-19,804
1958
$1.2M ﹤0.01%
33,204
+29,313
1959
$1.2M ﹤0.01%
+19,441
1960
$1.2M ﹤0.01%
26,148
+15,079
1961
$1.2M ﹤0.01%
46,119
+32,700
1962
$1.2M ﹤0.01%
147,006
-85,769
1963
$1.2M ﹤0.01%
23,022
+16,378
1964
$1.2M ﹤0.01%
144,032
+6,367
1965
$1.19M ﹤0.01%
7,235
-2,414
1966
$1.19M ﹤0.01%
31,634
-8,696
1967
$1.19M ﹤0.01%
19,333
-20,221
1968
$1.19M ﹤0.01%
261,029
-195,471
1969
$1.19M ﹤0.01%
108,958
+61,078
1970
$1.19M ﹤0.01%
15,741
+12,692
1971
$1.19M ﹤0.01%
51,756
+23,884
1972
$1.18M ﹤0.01%
61,907
-54,070
1973
$1.18M ﹤0.01%
52,238
+50,712
1974
$1.18M ﹤0.01%
35,986
-1,403
1975
$1.18M ﹤0.01%
110,616
+51,892