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
2376
$673K ﹤0.01%
20,934
-2,352
2377
$671K ﹤0.01%
+13,000
2378
$671K ﹤0.01%
37,502
+12,402
2379
$670K ﹤0.01%
22,801
-57,418
2380
$670K ﹤0.01%
3,278
+298
2381
$670K ﹤0.01%
42,087
-40,390
2382
$669K ﹤0.01%
12,290
+2,197
2383
$668K ﹤0.01%
35,042
+7,826
2384
$664K ﹤0.01%
65,767
+18,612
2385
$664K ﹤0.01%
45,272
-1,440
2386
$663K ﹤0.01%
13,257
-8,426
2387
$659K ﹤0.01%
20,013
-13,465
2388
$657K ﹤0.01%
35,251
-72,174
2389
$649K ﹤0.01%
82,725
+37,891
2390
$648K ﹤0.01%
14,762
+6,674
2391
$647K ﹤0.01%
29,189
+18,777
2392
$646K ﹤0.01%
+41,000
2393
$644K ﹤0.01%
8,486
+4,052
2394
$643K ﹤0.01%
11,654
+11,113
2395
$642K ﹤0.01%
34,596
+10,477
2396
$641K ﹤0.01%
46,366
-32,711
2397
$641K ﹤0.01%
74,624
+33,895
2398
$638K ﹤0.01%
29,947
-274,014
2399
$637K ﹤0.01%
28,411
+6,148
2400
$636K ﹤0.01%
16,004
+10,326