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
$124B
AUM Growth
-$39.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,969
New
Increased
Reduced
Closed

Top Buys

1 +$1.76B
2 +$776M
3 +$405M
4
STLA icon
Stellantis
STLA
+$331M
5
FHN icon
First Horizon
FHN
+$314M

Top Sells

1 +$1.92B
2 +$1.8B
3 +$1.25B
4
AMZN icon
Amazon
AMZN
+$1.1B
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$982M

Sector Composition

1 Technology 22.73%
2 Financials 14.83%
3 Healthcare 10.55%
4 Consumer Discretionary 9.98%
5 Communication Services 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$1.39M ﹤0.01%
34,490
+10,231
2002
$1.39M ﹤0.01%
+35,850
2003
$1.39M ﹤0.01%
+3,277
2004
$1.39M ﹤0.01%
+66,743
2005
$1.39M ﹤0.01%
252,973
+132,053
2006
$1.39M ﹤0.01%
+38,466
2007
$1.39M ﹤0.01%
33,162
-21,312
2008
$1.38M ﹤0.01%
56,259
-16,146
2009
$1.38M ﹤0.01%
29,239
-13,281
2010
$1.38M ﹤0.01%
98,700
-74,606
2011
$1.37M ﹤0.01%
24,184
-9,315
2012
$1.37M ﹤0.01%
31,847
-12,049
2013
$1.37M ﹤0.01%
47,826
-93,402
2014
$1.37M ﹤0.01%
32,379
-15,075
2015
$1.37M ﹤0.01%
+139,214
2016
$1.36M ﹤0.01%
111,569
-57,056
2017
$1.36M ﹤0.01%
47,138
-26,662
2018
$1.36M ﹤0.01%
33,418
-14,505
2019
$1.35M ﹤0.01%
41,277
-112,554
2020
$1.35M ﹤0.01%
13,993
-56,706
2021
$1.35M ﹤0.01%
+135,204
2022
$1.35M ﹤0.01%
33,193
+2,958
2023
$1.35M ﹤0.01%
50,367
-31,342
2024
$1.34M ﹤0.01%
65,261
-9,311
2025
$1.34M ﹤0.01%
+160,554