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
$56.3B
AUM Growth
-$14.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,722
New
Increased
Reduced
Closed

Top Buys

1 +$236M
2 +$140M
3 +$137M
4
VMW
VMware, Inc
VMW
+$109M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$104M

Sector Composition

1 Technology 15.35%
2 Healthcare 12.16%
3 Financials 11.41%
4 Consumer Discretionary 9.92%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$742K ﹤0.01%
10,000
1977
$740K ﹤0.01%
13,010
+1,271
1978
$739K ﹤0.01%
55,093
+11,696
1979
$739K ﹤0.01%
12,555
-8,014
1980
$736K ﹤0.01%
33,294
-10,684
1981
$736K ﹤0.01%
15,654
+1,739
1982
$735K ﹤0.01%
46,206
+20,460
1983
$733K ﹤0.01%
26,691
+17,408
1984
$732K ﹤0.01%
10,942
+5,670
1985
$730K ﹤0.01%
60,561
+32,733
1986
$730K ﹤0.01%
114,187
-27,979
1987
$729K ﹤0.01%
4,836
-6,460
1988
$727K ﹤0.01%
24,792
+6,420
1989
$726K ﹤0.01%
19,327
+8,631
1990
$722K ﹤0.01%
218,921
-36,259
1991
$720K ﹤0.01%
36,874
+8,158
1992
$720K ﹤0.01%
5
+4
1993
$719K ﹤0.01%
12,168
-9,424
1994
$717K ﹤0.01%
8,739
-22,074
1995
$716K ﹤0.01%
112,863
+6,445
1996
$715K ﹤0.01%
55,943
-16,281
1997
$714K ﹤0.01%
53,291
-80,096
1998
$713K ﹤0.01%
8,778
-7,631
1999
$711K ﹤0.01%
11,361
-24,873
2000
$710K ﹤0.01%
42,161
+15,529