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
$104B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,080
New
Increased
Reduced
Closed

Sector Composition

1 Technology 22.43%
2 Financials 13.7%
3 Consumer Discretionary 10.25%
4 Communication Services 9.85%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$1.64M ﹤0.01%
33,579
+3,473
2002
$1.63M ﹤0.01%
29,013
+20,025
2003
$1.63M ﹤0.01%
80,475
+10,106
2004
$1.63M ﹤0.01%
28,119
+3,469
2005
$1.63M ﹤0.01%
18,654
+12,300
2006
$1.63M ﹤0.01%
37,001
+2,973
2007
$1.62M ﹤0.01%
39,712
+2,372
2008
$1.62M ﹤0.01%
27,426
+1,350
2009
$1.62M ﹤0.01%
60,611
-9,306
2010
$1.62M ﹤0.01%
62,540
-298,061
2011
$1.61M ﹤0.01%
23,121
-2,611
2012
$1.61M ﹤0.01%
72,159
+61,976
2013
$1.61M ﹤0.01%
97,795
-135,405
2014
$1.61M ﹤0.01%
49,198
+12,377
2015
$1.6M ﹤0.01%
60,937
+1,370
2016
$1.59M ﹤0.01%
93,065
-13,769
2017
$1.59M ﹤0.01%
78,814
+36,642
2018
$1.59M ﹤0.01%
14,413
-3,648
2019
$1.58M ﹤0.01%
29,908
+7,880
2020
$1.58M ﹤0.01%
74,283
+39,527
2021
$1.58M ﹤0.01%
113,742
+75,463
2022
$1.57M ﹤0.01%
18,683
+2,960
2023
$1.57M ﹤0.01%
59,935
+40,433
2024
$1.57M ﹤0.01%
53,647
-165,785
2025
$1.57M ﹤0.01%
150,671
+22,742