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
$30.7B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,356
New
Increased
Reduced
Closed

Top Buys

1 +$506M
2 +$293M
3 +$160M
4
GILD icon
Gilead Sciences
GILD
+$159M
5
LNKD
LinkedIn Corporation
LNKD
+$159M

Top Sells

1 +$593M
2 +$265M
3 +$236M
4
EMC
EMC CORPORATION
EMC
+$225M
5
MSFT icon
Microsoft
MSFT
+$216M

Sector Composition

1 Technology 13.34%
2 Healthcare 11.3%
3 Financials 9.88%
4 Consumer Discretionary 8.72%
5 Communication Services 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$224K ﹤0.01%
4,280
2002
$224K ﹤0.01%
8,028
+7,796
2003
$223K ﹤0.01%
7,941
-52,071
2004
$223K ﹤0.01%
5,581
-548
2005
$223K ﹤0.01%
+7,539
2006
$222K ﹤0.01%
4,729
-4,251
2007
$221K ﹤0.01%
3,336
-17,931
2008
$221K ﹤0.01%
2,661
-12,736
2009
$221K ﹤0.01%
45,600
+17,200
2010
$221K ﹤0.01%
41,554
+2,717
2011
$220K ﹤0.01%
1,830
2012
$220K ﹤0.01%
13,804
+13,580
2013
$220K ﹤0.01%
9,510
-99
2014
$219K ﹤0.01%
24,300
+845
2015
$219K ﹤0.01%
+7,328
2016
$218K ﹤0.01%
11,308
+10,994
2017
$218K ﹤0.01%
3,995
+2,525
2018
$217K ﹤0.01%
29,925
2019
$217K ﹤0.01%
+27,489
2020
$216K ﹤0.01%
26,592
+2,431
2021
$216K ﹤0.01%
9,624
-69,132
2022
$214K ﹤0.01%
2,845
-2,442
2023
$214K ﹤0.01%
1,622
+598
2024
$214K ﹤0.01%
14,617
+3,212
2025
$214K ﹤0.01%
+14,087