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
1951
$1.74M ﹤0.01%
41,710
+8,772
1952
$1.74M ﹤0.01%
24,913
+3,316
1953
$1.74M ﹤0.01%
209,898
-121,206
1954
$1.74M ﹤0.01%
21,775
+13,520
1955
$1.73M ﹤0.01%
191,547
+41,227
1956
$1.73M ﹤0.01%
40,648
-553,401
1957
$1.73M ﹤0.01%
20,794
+18,751
1958
$1.73M ﹤0.01%
+128,088
1959
$1.73M ﹤0.01%
34,926
+27,162
1960
$1.72M ﹤0.01%
63,457
+7,273
1961
$1.72M ﹤0.01%
22,150
-7,208
1962
$1.72M ﹤0.01%
17,987
-7,363
1963
$1.72M ﹤0.01%
35,840
+10,924
1964
$1.72M ﹤0.01%
5,356
+4,754
1965
$1.71M ﹤0.01%
2,913
+1,855
1966
$1.71M ﹤0.01%
59,862
+43,921
1967
$1.71M ﹤0.01%
38,371
+13,895
1968
$1.71M ﹤0.01%
12,677
+6,958
1969
$1.71M ﹤0.01%
61,263
-8,324
1970
$1.71M ﹤0.01%
14,241
-38,578
1971
$1.71M ﹤0.01%
68,863
+35,724
1972
$1.71M ﹤0.01%
28,148
+14,037
1973
$1.71M ﹤0.01%
44,557
+4,891
1974
$1.71M ﹤0.01%
160,010
+9,916
1975
$1.7M ﹤0.01%
26,768
-233,597