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
2276
$764K ﹤0.01%
68,554
+67,723
2277
$763K ﹤0.01%
96,476
+39,973
2278
$763K ﹤0.01%
6,514
-17,752
2279
$760K ﹤0.01%
35,012
+10,267
2280
$760K ﹤0.01%
30,651
+19,989
2281
$758K ﹤0.01%
13,464
+5,779
2282
$757K ﹤0.01%
31,603
+19,482
2283
$757K ﹤0.01%
22,174
+12,035
2284
$752K ﹤0.01%
50,784
+48,584
2285
$751K ﹤0.01%
138,580
-31,128
2286
$750K ﹤0.01%
43,394
-119,422
2287
$750K ﹤0.01%
57,683
+38,580
2288
$748K ﹤0.01%
34,757
+4,664
2289
$747K ﹤0.01%
53,943
-46,492
2290
$746K ﹤0.01%
+30,256
2291
$746K ﹤0.01%
17,641
+5,565
2292
$745K ﹤0.01%
10,900
+687
2293
$744K ﹤0.01%
54,201
-67,299
2294
$744K ﹤0.01%
13,181
+5,216
2295
$742K ﹤0.01%
8,688
-6,110
2296
$740K ﹤0.01%
30,551
+13,753
2297
$739K ﹤0.01%
211,166
+208,259
2298
$735K ﹤0.01%
36,565
+3,086
2299
$735K ﹤0.01%
51,067
-24,138
2300
$733K ﹤0.01%
54,896
+38,115