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
$89.7B
AUM Growth
+$5.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,868
New
Increased
Reduced
Closed

Top Buys

1 +$1.15B
2 +$618M
3 +$554M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$437M
5
AAPL icon
Apple
AAPL
+$333M

Top Sells

1 +$2.38B
2 +$1.59B
3 +$1.32B
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$993M
5
DD icon
DuPont de Nemours
DD
+$761M

Sector Composition

1 Technology 20.31%
2 Financials 12.52%
3 Consumer Discretionary 10.54%
4 Communication Services 10.36%
5 Healthcare 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$936K ﹤0.01%
13,952
+75
1977
$934K ﹤0.01%
76,714
-2,601
1978
$931K ﹤0.01%
11,432
1979
$930K ﹤0.01%
39,754
-3,684
1980
$928K ﹤0.01%
17,066
-12,993
1981
$926K ﹤0.01%
48,253
-18,162
1982
$923K ﹤0.01%
7,514
-216
1983
$922K ﹤0.01%
26,824
+512
1984
$922K ﹤0.01%
28,226
-58,016
1985
$921K ﹤0.01%
41,881
-3,941
1986
$920K ﹤0.01%
191,668
-25,760
1987
$919K ﹤0.01%
108,710
-4,991
1988
$917K ﹤0.01%
22,672
-5,666
1989
$914K ﹤0.01%
33,448
-19,333
1990
$910K ﹤0.01%
34,929
-2,667
1991
$908K ﹤0.01%
43,818
-17,215
1992
$907K ﹤0.01%
24,960
-4,319
1993
$906K ﹤0.01%
9,879
+8,258
1994
$903K ﹤0.01%
10,021
-6,462
1995
$900K ﹤0.01%
19,186
-11,523
1996
$895K ﹤0.01%
43,469
-3,976
1997
$894K ﹤0.01%
45,605
-21,270
1998
$891K ﹤0.01%
24,916
+4
1999
$888K ﹤0.01%
34,073
-128,410
2000
$884K ﹤0.01%
2,500
-5,442