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
$68.8B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,760
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.29%
2 Financials 11.91%
3 Healthcare 11.8%
4 Consumer Discretionary 10.58%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$1.4M ﹤0.01%
93,309
-6,224
2002
$1.4M ﹤0.01%
21,680
+14,223
2003
$1.4M ﹤0.01%
11,848
-79,710
2004
$1.39M ﹤0.01%
22,444
+13,747
2005
$1.39M ﹤0.01%
32,234
+24,162
2006
$1.39M ﹤0.01%
124,618
+117,184
2007
$1.38M ﹤0.01%
3,388
+572
2008
$1.38M ﹤0.01%
+17,700
2009
$1.38M ﹤0.01%
47,930
+17,157
2010
$1.38M ﹤0.01%
70,982
+69,492
2011
$1.38M ﹤0.01%
7,045
+6,896
2012
$1.38M ﹤0.01%
77,830
+4,269
2013
$1.38M ﹤0.01%
35,136
-11,308
2014
$1.38M ﹤0.01%
29,233
-48,628
2015
$1.37M ﹤0.01%
193,841
+114,128
2016
$1.37M ﹤0.01%
117,848
+64,557
2017
$1.37M ﹤0.01%
81,000
+75,400
2018
$1.37M ﹤0.01%
26,334
+22,336
2019
$1.36M ﹤0.01%
77,294
+46,494
2020
$1.36M ﹤0.01%
14,654
-93,633
2021
$1.36M ﹤0.01%
62,573
-17,720
2022
$1.36M ﹤0.01%
42,331
-70,732
2023
$1.36M ﹤0.01%
91,598
+22,298
2024
$1.35M ﹤0.01%
43,072
+7,894
2025
$1.35M ﹤0.01%
276,645
+219,355