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
$55.4B
AUM Growth
+$14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,657
New
Increased
Reduced
Closed

Top Buys

1 +$3.51B
2 +$577M
3 +$523M
4
BHC icon
Bausch Health
BHC
+$335M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$312M

Top Sells

1 +$403M
2 +$244M
3 +$193M
4
SO icon
Southern Company
SO
+$162M
5
DELL
DELL INC
DELL
+$150M

Sector Composition

1 Healthcare 9.19%
2 Financials 9.13%
3 Technology 8.31%
4 Consumer Discretionary 6.37%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$573K ﹤0.01%
52,131
+22,573
2002
$571K ﹤0.01%
13,886
-9,340
2003
$570K ﹤0.01%
+51,838
2004
$570K ﹤0.01%
16,734
-32,453
2005
$570K ﹤0.01%
30,011
-18,365
2006
$568K ﹤0.01%
9,785
-22,972
2007
$563K ﹤0.01%
+37,333
2008
$562K ﹤0.01%
4,031
+2,766
2009
$561K ﹤0.01%
40,072
+540
2010
$560K ﹤0.01%
7,888
-42,673
2011
$560K ﹤0.01%
62,175
+36,598
2012
$558K ﹤0.01%
10,500
+9,070
2013
$555K ﹤0.01%
28,458
+12,678
2014
$555K ﹤0.01%
277,541
+36,113
2015
$553K ﹤0.01%
824
+107
2016
$553K ﹤0.01%
17,810
-26,734
2017
$552K ﹤0.01%
12,817
+9,347
2018
$552K ﹤0.01%
32,464
-32,561
2019
$550K ﹤0.01%
34,499
-74,362
2020
$549K ﹤0.01%
10,749
-33,405
2021
$548K ﹤0.01%
45,713
+19,796
2022
$547K ﹤0.01%
78,110
+41,378
2023
$547K ﹤0.01%
20,244
+12,482
2024
$545K ﹤0.01%
68,044
-132,118
2025
$544K ﹤0.01%
+16,993