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
$104B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,080
New
Increased
Reduced
Closed

Sector Composition

1 Technology 22.43%
2 Financials 13.7%
3 Consumer Discretionary 10.25%
4 Communication Services 9.85%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$1.8M ﹤0.01%
62,677
-27,855
1927
$1.79M ﹤0.01%
95,430
-84,861
1928
$1.79M ﹤0.01%
121,240
+83,033
1929
$1.79M ﹤0.01%
18,579
+3,910
1930
$1.79M ﹤0.01%
169,729
+118,456
1931
$1.79M ﹤0.01%
39,533
-54,693
1932
$1.79M ﹤0.01%
119,315
+75,732
1933
$1.79M ﹤0.01%
83,713
+9,547
1934
$1.79M ﹤0.01%
98,737
+36,224
1935
$1.78M ﹤0.01%
53,653
+8,288
1936
$1.78M ﹤0.01%
208,502
+80,896
1937
$1.78M ﹤0.01%
197,045
+105,461
1938
$1.77M ﹤0.01%
9,873
+3,147
1939
$1.77M ﹤0.01%
17,925
-11,553
1940
$1.77M ﹤0.01%
35,102
+6,214
1941
$1.77M ﹤0.01%
35,541
+23,650
1942
$1.76M ﹤0.01%
62,639
+39,550
1943
$1.76M ﹤0.01%
68,279
+26,295
1944
$1.76M ﹤0.01%
52,490
+25,980
1945
$1.76M ﹤0.01%
49,575
+1,505
1946
$1.75M ﹤0.01%
8,034
-40,091
1947
$1.75M ﹤0.01%
73,642
+62,394
1948
$1.74M ﹤0.01%
79,046
-4,153
1949
$1.74M ﹤0.01%
18,224
+8,956
1950
$1.74M ﹤0.01%
24,513
+4,909