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
$89.7B
AUM Growth
+$5.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,868
New
Increased
Reduced
Closed

Top Buys

1 +$1.15B
2 +$618M
3 +$554M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$437M
5
AAPL icon
Apple
AAPL
+$333M

Top Sells

1 +$2.38B
2 +$1.59B
3 +$1.32B
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$993M
5
DD icon
DuPont de Nemours
DD
+$761M

Sector Composition

1 Technology 20.31%
2 Financials 12.52%
3 Consumer Discretionary 10.54%
4 Communication Services 10.36%
5 Healthcare 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$883K ﹤0.01%
73,396
-11,425
2002
$882K ﹤0.01%
69,395
-62,063
2003
$881K ﹤0.01%
21,029
-2,991
2004
$880K ﹤0.01%
55,973
-62,766
2005
$878K ﹤0.01%
6,641
-24,178
2006
$878K ﹤0.01%
109,852
2007
$878K ﹤0.01%
12,379
-7,701
2008
$878K ﹤0.01%
79,138
-63,565
2009
$877K ﹤0.01%
44,791
-5,347
2010
$876K ﹤0.01%
52,850
-655
2011
$875K ﹤0.01%
28,069
-729
2012
$869K ﹤0.01%
18,927
-13,907
2013
$864K ﹤0.01%
14,111
-3,370
2014
$862K ﹤0.01%
27,503
-12,013
2015
$862K ﹤0.01%
90,529
-8,238
2016
$861K ﹤0.01%
58,338
+70
2017
$860K ﹤0.01%
66,611
-67,371
2018
$860K ﹤0.01%
130,919
+11,759
2019
$858K ﹤0.01%
46,456
+4,207
2020
$857K ﹤0.01%
12,757
+1,199
2021
$856K ﹤0.01%
12,507
+10,310
2022
$856K ﹤0.01%
81,683
-12,951
2023
$853K ﹤0.01%
51,160
-18,581
2024
$853K ﹤0.01%
77,647
-1,983
2025
$852K ﹤0.01%
22,147
-2,121