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
$122B
AUM Growth
+$18.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,366
New
Increased
Reduced
Closed

Top Buys

1 +$1.52B
2 +$645M
3 +$557M
4
NUAN
Nuance Communications, Inc.
NUAN
+$392M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$354M

Top Sells

1 +$1.17B
2 +$466M
3 +$420M
4
TSLA icon
Tesla
TSLA
+$262M
5
IPHI
INPHI CORPORATION
IPHI
+$242M

Sector Composition

1 Technology 23.15%
2 Financials 13.74%
3 Communication Services 10.13%
4 Consumer Discretionary 10.11%
5 Healthcare 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$1.18M ﹤0.01%
117,742
-164,111
2002
$1.18M ﹤0.01%
114,028
-77,169
2003
$1.18M ﹤0.01%
45,190
-86,242
2004
$1.18M ﹤0.01%
71,476
-44,217
2005
$1.18M ﹤0.01%
15,226
-5,342
2006
$1.18M ﹤0.01%
44,066
+36,405
2007
$1.17M ﹤0.01%
35,896
-22,616
2008
$1.17M ﹤0.01%
13,419
+10,563
2009
$1.17M ﹤0.01%
7,076
-6,458
2010
$1.17M ﹤0.01%
22,968
+12,248
2011
$1.17M ﹤0.01%
11,035
-17,043
2012
$1.16M ﹤0.01%
24,539
-16,281
2013
$1.16M ﹤0.01%
31,191
-22,270
2014
$1.15M ﹤0.01%
25,151
-4,712
2015
$1.14M ﹤0.01%
173,533
-256,121
2016
$1.14M ﹤0.01%
33,959
-94,144
2017
$1.14M ﹤0.01%
62,425
+25,368
2018
$1.14M ﹤0.01%
12,363
-6,216
2019
$1.14M ﹤0.01%
27,789
-45,655
2020
$1.13M ﹤0.01%
14,285
-68,293
2021
$1.13M ﹤0.01%
105,724
-17,316
2022
$1.13M ﹤0.01%
9,687
-38,192
2023
$1.13M ﹤0.01%
18,807
-26,418
2024
$1.13M ﹤0.01%
49,174
-40,241
2025
$1.12M ﹤0.01%
24,189
-2,583