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
$55.2B
AUM Growth
+$2.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,682
New
Increased
Reduced
Closed

Top Sells

1 +$672M
2 +$521M
3 +$449M
4
EBAY icon
eBay
EBAY
+$241M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$233M

Sector Composition

1 Healthcare 10.67%
2 Technology 8.66%
3 Energy 7.4%
4 Financials 7.24%
5 Communication Services 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$456K ﹤0.01%
14,237
+10,853
1927
$456K ﹤0.01%
37,989
-59,829
1928
$455K ﹤0.01%
10,584
-1,123
1929
$454K ﹤0.01%
13,323
+6,527
1930
$453K ﹤0.01%
16,768
-7,218
1931
$453K ﹤0.01%
8,550
-8,844
1932
$453K ﹤0.01%
12,258
+10,202
1933
$452K ﹤0.01%
8,209
-22,682
1934
$451K ﹤0.01%
205
-214
1935
$451K ﹤0.01%
6,833
+5,780
1936
$451K ﹤0.01%
13,661
+2,960
1937
$451K ﹤0.01%
21,476
+3,297
1938
$449K ﹤0.01%
92,653
+21,282
1939
$449K ﹤0.01%
20,428
+13,396
1940
$448K ﹤0.01%
31,998
+3,166
1941
$447K ﹤0.01%
40,632
+16,175
1942
$446K ﹤0.01%
24,777
+17,790
1943
$446K ﹤0.01%
148,889
-76,307
1944
$445K ﹤0.01%
11,543
-4,384
1945
$444K ﹤0.01%
4,933
1946
$443K ﹤0.01%
11,347
-78,851
1947
$443K ﹤0.01%
6,542
+5,738
1948
$441K ﹤0.01%
18,413
+10,940
1949
$441K ﹤0.01%
22,027
-128,353
1950
$440K ﹤0.01%
17,570
+16,126