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
2151
$913K ﹤0.01%
23,999
+19,400
2152
$912K ﹤0.01%
22,304
+9,495
2153
$911K ﹤0.01%
131,481
-239,026
2154
$911K ﹤0.01%
33,730
-5,101
2155
$910K ﹤0.01%
31,534
+4,764
2156
$909K ﹤0.01%
12,871
+10,386
2157
$908K ﹤0.01%
30,883
+6,889
2158
$908K ﹤0.01%
149,360
-100,752
2159
$905K ﹤0.01%
60,501
-19,103
2160
$903K ﹤0.01%
71,387
-75,104
2161
$902K ﹤0.01%
30,959
+18,042
2162
$902K ﹤0.01%
7,325
+6,465
2163
$902K ﹤0.01%
31,271
+25,314
2164
$901K ﹤0.01%
+5,566
2165
$901K ﹤0.01%
62,559
+28,696
2166
$901K ﹤0.01%
30,630
+7,995
2167
$901K ﹤0.01%
66,441
-11,581
2168
$895K ﹤0.01%
33,181
+2,408
2169
$893K ﹤0.01%
41,058
+4,931
2170
$892K ﹤0.01%
10,244
+2,762
2171
$891K ﹤0.01%
108,691
+106,653
2172
$891K ﹤0.01%
38,967
+3,987
2173
$891K ﹤0.01%
85,868
+24,128
2174
$891K ﹤0.01%
35,058
-7,475
2175
$890K ﹤0.01%
13,130
+5,894