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
$56.3B
AUM Growth
-$14.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,722
New
Increased
Reduced
Closed

Top Buys

1 +$236M
2 +$140M
3 +$137M
4
VMW
VMware, Inc
VMW
+$109M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$104M

Sector Composition

1 Technology 15.35%
2 Healthcare 12.16%
3 Financials 11.41%
4 Consumer Discretionary 9.92%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$710K ﹤0.01%
45,699
+8,579
2002
$709K ﹤0.01%
29,986
-9,679
2003
$708K ﹤0.01%
18,873
-17,341
2004
$708K ﹤0.01%
36,523
+30,062
2005
$707K ﹤0.01%
21,933
2006
$705K ﹤0.01%
9,714
-8,602
2007
$705K ﹤0.01%
19,400
+3,397
2008
$702K ﹤0.01%
27,529
-4,292
2009
$697K ﹤0.01%
30,144
+24,715
2010
$696K ﹤0.01%
+11,712
2011
$695K ﹤0.01%
17,168
-17,778
2012
$695K ﹤0.01%
28,010
+17,527
2013
$694K ﹤0.01%
50,385
-100,422
2014
$694K ﹤0.01%
16,624
+2,413
2015
$693K ﹤0.01%
38,015
-11,930
2016
$692K ﹤0.01%
20,698
+6,042
2017
$692K ﹤0.01%
39,829
+4,503
2018
$691K ﹤0.01%
33,160
+13,044
2019
$690K ﹤0.01%
128,667
+90,223
2020
$687K ﹤0.01%
13,609
-11,468
2021
$687K ﹤0.01%
18,020
+4,799
2022
$685K ﹤0.01%
10,734
+1,957
2023
$685K ﹤0.01%
35,727
-195,471
2024
$683K ﹤0.01%
17,792
+1,415
2025
$682K ﹤0.01%
10,337
-362