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
$71.1B
AUM Growth
+$8.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,680
New
Increased
Reduced
Closed

Top Buys

1 +$1.01B
2 +$658M
3 +$498M
4
GLD icon
SPDR Gold Trust
GLD
+$432M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$299M

Top Sells

1 +$464M
2 +$444M
3 +$401M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$330M
5
RTX icon
RTX Corp
RTX
+$273M

Sector Composition

1 Technology 15.78%
2 Financials 12.23%
3 Healthcare 11.25%
4 Consumer Discretionary 9.26%
5 Communication Services 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$699K ﹤0.01%
19,032
+9,862
2002
$697K ﹤0.01%
30,785
+21,956
2003
$696K ﹤0.01%
37,477
+8,392
2004
$696K ﹤0.01%
93,264
+20,578
2005
$695K ﹤0.01%
24,979
+5,390
2006
$694K ﹤0.01%
+10,000
2007
$693K ﹤0.01%
46,141
+14,135
2008
$691K ﹤0.01%
11,739
-3,536
2009
$690K ﹤0.01%
14,379
+9,589
2010
$688K ﹤0.01%
24,159
+6,207
2011
$688K ﹤0.01%
15,912
+14,566
2012
$686K ﹤0.01%
14,424
-3,319
2013
$686K ﹤0.01%
5,021
+1,025
2014
$686K ﹤0.01%
15,018
-10,583
2015
$683K ﹤0.01%
10,457
-428
2016
$683K ﹤0.01%
50,202
+24,638
2017
$680K ﹤0.01%
27,665
+6,520
2018
$679K ﹤0.01%
38,263
-7,210
2019
$677K ﹤0.01%
15,575
+9,280
2020
$677K ﹤0.01%
36,100
+29,474
2021
$676K ﹤0.01%
30,063
-51,250
2022
$676K ﹤0.01%
7,497
-43,809
2023
$675K ﹤0.01%
23,144
+13,889
2024
$675K ﹤0.01%
109,701
-83,658
2025
$671K ﹤0.01%
28,723
+3,936