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
$68.8B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,760
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.29%
2 Financials 11.91%
3 Healthcare 11.8%
4 Consumer Discretionary 10.58%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$1.46M ﹤0.01%
27,865
+24,411
1977
$1.45M ﹤0.01%
53,569
+25,559
1978
$1.45M ﹤0.01%
32,772
+28,434
1979
$1.45M ﹤0.01%
61,190
+22,314
1980
$1.45M ﹤0.01%
3,034
+2,709
1981
$1.45M ﹤0.01%
30,532
-16,911
1982
$1.45M ﹤0.01%
49,207
-10,947
1983
$1.45M ﹤0.01%
12,706
+4,810
1984
$1.44M ﹤0.01%
50,718
+40,136
1985
$1.44M ﹤0.01%
105,728
+59,522
1986
$1.44M ﹤0.01%
144,210
-22,153
1987
$1.44M ﹤0.01%
84,892
-162,563
1988
$1.43M ﹤0.01%
71,356
+41,810
1989
$1.43M ﹤0.01%
93,867
+28,141
1990
$1.43M ﹤0.01%
35,550
+24,813
1991
$1.43M ﹤0.01%
70,472
+44,989
1992
$1.42M ﹤0.01%
21,165
+5,002
1993
$1.42M ﹤0.01%
6,316
+4,337
1994
$1.42M ﹤0.01%
34,293
-15,442
1995
$1.41M ﹤0.01%
65,350
+32,190
1996
$1.41M ﹤0.01%
41,039
+28,860
1997
$1.41M ﹤0.01%
33,593
+19,526
1998
$1.41M ﹤0.01%
80,634
+51,000
1999
$1.41M ﹤0.01%
117,488
+60,303
2000
$1.4M ﹤0.01%
16,876
+2,343