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
$44B
AUM Growth
+$1.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,428
New
Increased
Reduced
Closed

Top Sells

1 +$1.64B
2 +$1.04B
3 +$856M
4
MSFT icon
Microsoft
MSFT
+$597M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$537M

Sector Composition

1 Technology 13.01%
2 Healthcare 10.44%
3 Financials 8.64%
4 Consumer Discretionary 7.73%
5 Communication Services 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$393K ﹤0.01%
27,136
-20,061
2002
$393K ﹤0.01%
13,459
2003
$392K ﹤0.01%
17,523
+11,576
2004
$392K ﹤0.01%
7,191
+3,145
2005
$390K ﹤0.01%
19,441
-1,824
2006
$389K ﹤0.01%
13,949
+8,329
2007
$388K ﹤0.01%
22,487
+87
2008
$387K ﹤0.01%
16,852
-7,402
2009
$386K ﹤0.01%
21,419
-19,191
2010
$385K ﹤0.01%
102,588
2011
$385K ﹤0.01%
4,327
+1,811
2012
$384K ﹤0.01%
10,132
-5,677
2013
$383K ﹤0.01%
1,929
+645
2014
$383K ﹤0.01%
8,861
+5,369
2015
$383K ﹤0.01%
5,131
+743
2016
$383K ﹤0.01%
15,860
+9,593
2017
$383K ﹤0.01%
17,418
-2,455
2018
$381K ﹤0.01%
6,036
+2,050
2019
$381K ﹤0.01%
7,657
+6,439
2020
$380K ﹤0.01%
11,309
-1,232
2021
$379K ﹤0.01%
15,092
+9,599
2022
$379K ﹤0.01%
7,409
-22,377
2023
$379K ﹤0.01%
4,309
-4,498
2024
$379K ﹤0.01%
3,462
-6,344
2025
$379K ﹤0.01%
4,841
-15,370