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
$60.7B
AUM Growth
-$30.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,208
New
Increased
Reduced
Closed

Top Sells

1 +$782M
2 +$705M
3 +$605M
4
LIN icon
Linde
LIN
+$454M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$418M

Sector Composition

1 Technology 17.22%
2 Healthcare 10.49%
3 Financials 9.69%
4 Communication Services 7.9%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$582K ﹤0.01%
112,491
-110,728
2002
$579K ﹤0.01%
3,847
+995
2003
$577K ﹤0.01%
48,910
-38,181
2004
$577K ﹤0.01%
43,537
-21,238
2005
$577K ﹤0.01%
34,868
-34,456
2006
$575K ﹤0.01%
5,797
2007
$572K ﹤0.01%
61,307
+32,961
2008
$571K ﹤0.01%
31,902
-23,653
2009
$567K ﹤0.01%
19,300
2010
$566K ﹤0.01%
25,516
-10,651
2011
$564K ﹤0.01%
347,593
-59,455
2012
$563K ﹤0.01%
136,281
-152,255
2013
$562K ﹤0.01%
79,613
-8,019
2014
$561K ﹤0.01%
37,106
-63,143
2015
$561K ﹤0.01%
90,588
-12,718
2016
$560K ﹤0.01%
82,678
-65,509
2017
$559K ﹤0.01%
26,143
-20,012
2018
$557K ﹤0.01%
53,517
+4,572
2019
$555K ﹤0.01%
2,175
-2,609
2020
$554K ﹤0.01%
107,207
-37,397
2021
$553K ﹤0.01%
35,594
-43,665
2022
$550K ﹤0.01%
42,355
-73,006
2023
$548K ﹤0.01%
13,601
-29,217
2024
$547K ﹤0.01%
20,873
-8,025
2025
$546K ﹤0.01%
52,327
+29,400