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
2101
$981K ﹤0.01%
41,480
+33,917
2102
$977K ﹤0.01%
192,423
-191,592
2103
$977K ﹤0.01%
424,377
-245,498
2104
$977K ﹤0.01%
14,382
+10,648
2105
$975K ﹤0.01%
18,508
-5,515
2106
$975K ﹤0.01%
25,839
-14,097
2107
$974K ﹤0.01%
14,865
-3,121
2108
$973K ﹤0.01%
67,845
+40,245
2109
$972K ﹤0.01%
6,557
+2,985
2110
$972K ﹤0.01%
80,251
-7,085
2111
$972K ﹤0.01%
40,992
+40,868
2112
$969K ﹤0.01%
96,454
+42,672
2113
$968K ﹤0.01%
39,586
+13,569
2114
$966K ﹤0.01%
19,316
-8,961
2115
$960K ﹤0.01%
42,302
+22,992
2116
$959K ﹤0.01%
2,438
+736
2117
$958K ﹤0.01%
164,913
+61,613
2118
$956K ﹤0.01%
26,878
+15,941
2119
$956K ﹤0.01%
17,320
+14,821
2120
$955K ﹤0.01%
17,454
-18,896
2121
$955K ﹤0.01%
43,778
+2,229
2122
$955K ﹤0.01%
24,487
+12,523
2123
$952K ﹤0.01%
49,259
+40,144
2124
$950K ﹤0.01%
23,281
-13,169
2125
$947K ﹤0.01%
53,656
+36,835