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
2026
$1.11M ﹤0.01%
17,472
+13,798
2027
$1.11M ﹤0.01%
27,911
+14,689
2028
$1.11M ﹤0.01%
37,637
-109,408
2029
$1.11M ﹤0.01%
115,558
-75,896
2030
$1.11M ﹤0.01%
+37,513
2031
$1.1M ﹤0.01%
68,696
+23,240
2032
$1.1M ﹤0.01%
22,411
+6,174
2033
$1.1M ﹤0.01%
27,653
+17,932
2034
$1.1M ﹤0.01%
23,815
+1,125
2035
$1.09M ﹤0.01%
29,102
+3,815
2036
$1.09M ﹤0.01%
33,867
-5,931
2037
$1.09M ﹤0.01%
92,948
+26,385
2038
$1.09M ﹤0.01%
42,712
+40,727
2039
$1.09M ﹤0.01%
14,248
+3,229
2040
$1.08M ﹤0.01%
19,648
+13,650
2041
$1.08M ﹤0.01%
+42,673
2042
$1.08M ﹤0.01%
44,496
+19,696
2043
$1.08M ﹤0.01%
+86,945
2044
$1.08M ﹤0.01%
24,766
+3,601
2045
$1.08M ﹤0.01%
126,678
+126,527
2046
$1.07M ﹤0.01%
+23,148
2047
$1.07M ﹤0.01%
13,125
+7,256
2048
$1.07M ﹤0.01%
71,650
+68,894
2049
$1.07M ﹤0.01%
27,583
+12,594
2050
$1.06M ﹤0.01%
27,463
+204