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
2326
$714K ﹤0.01%
35,250
+20,740
2327
$713K ﹤0.01%
1,234
+690
2328
$711K ﹤0.01%
152,344
+75,355
2329
$710K ﹤0.01%
14,273
+13,128
2330
$710K ﹤0.01%
56,334
2331
$709K ﹤0.01%
3,767
-1,768
2332
$709K ﹤0.01%
+91,217
2333
$707K ﹤0.01%
75,533
+39,233
2334
$706K ﹤0.01%
9,804
-17,636
2335
$705K ﹤0.01%
4,054
+512
2336
$705K ﹤0.01%
8,403
+2,263
2337
$705K ﹤0.01%
41,863
+10,688
2338
$705K ﹤0.01%
49,467
-23,482
2339
$704K ﹤0.01%
27,876
2340
$703K ﹤0.01%
45,540
+34,034
2341
$703K ﹤0.01%
63,171
-85,896
2342
$702K ﹤0.01%
6,867
+5,364
2343
$702K ﹤0.01%
114,083
+83,400
2344
$701K ﹤0.01%
20,858
+15,347
2345
$700K ﹤0.01%
9,214
+4,168
2346
$699K ﹤0.01%
9,061
+3,853
2347
$699K ﹤0.01%
63,049
+51,295
2348
$697K ﹤0.01%
47,979
+16,414
2349
$696K ﹤0.01%
67,312
+22,885
2350
$696K ﹤0.01%
2,682
-30