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
176
$92.4M 0.06%
390,972
-3,223
177
$92.1M 0.06%
728,390
+34,127
178
$91.7M 0.06%
1,543,092
+241,000
179
$91.6M 0.06%
2,142,523
+1,118,543
180
$91M 0.06%
2,768,564
-406,931
181
$90.8M 0.06%
2,759,491
+495,496
182
$90.5M 0.06%
473,659
+158,389
183
$89.5M 0.06%
5,568,388
+409,816
184
$89.3M 0.06%
3,108,876
+934,638
185
$88.9M 0.06%
1,159,670
+554,359
186
$88.6M 0.06%
1,018,377
-582,405
187
$87.5M 0.06%
2,206,368
-728,350
188
$87.4M 0.06%
1,894,848
+1,593,668
189
$86.6M 0.06%
3,057,413
+126,123
190
$86.6M 0.06%
568,436
+354,810
191
$85.8M 0.06%
844,067
-176,939
192
$85.3M 0.06%
1,876,196
+1,178,504
193
$84.6M 0.06%
466,503
-106,670
194
$84.5M 0.06%
692,189
-75,819
195
$83.3M 0.06%
699,643
+442,773
196
$83.2M 0.06%
1,650,391
+119,647
197
$82.9M 0.06%
3,079,756
-25,831
198
$82.3M 0.06%
+2,293,111
199
$82.1M 0.06%
540,748
+50,397
200
$82M 0.06%
689,337
+204,468