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
2401
$636K ﹤0.01%
17,284
+1,557
2402
$636K ﹤0.01%
27,933
+6,104
2403
$635K ﹤0.01%
11,680
+9,442
2404
$634K ﹤0.01%
31,049
+17,733
2405
$631K ﹤0.01%
103,340
+95,583
2406
$630K ﹤0.01%
9,181
+4,166
2407
$628K ﹤0.01%
32,379
+27,422
2408
$627K ﹤0.01%
70,617
+25,368
2409
$627K ﹤0.01%
36,702
+22,654
2410
$627K ﹤0.01%
7,369
+4,801
2411
$626K ﹤0.01%
39,367
+15,507
2412
$625K ﹤0.01%
15,109
+8,651
2413
$622K ﹤0.01%
29,435
-144,685
2414
$619K ﹤0.01%
35,911
+4,712
2415
$618K ﹤0.01%
66,914
+63,501
2416
$618K ﹤0.01%
32,674
+8,666
2417
$618K ﹤0.01%
33,153
-37,210
2418
$616K ﹤0.01%
55,084
-60,297
2419
$613K ﹤0.01%
137,817
+1,495
2420
$613K ﹤0.01%
5,850
-7,178
2421
$612K ﹤0.01%
47,216
+41,149
2422
$611K ﹤0.01%
66,652
+60,687
2423
$609K ﹤0.01%
41,220
+30,593
2424
$607K ﹤0.01%
47,135
-9,057
2425
$606K ﹤0.01%
8,709
-8,733