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
$89.9B
AUM Growth
-$34.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,216
New
Increased
Reduced
Closed

Top Buys

1 +$911M
2 +$888M
3 +$406M
4
MDT icon
Medtronic
MDT
+$383M
5
PINS icon
Pinterest
PINS
+$366M

Sector Composition

1 Technology 23.49%
2 Financials 13.3%
3 Healthcare 10.99%
4 Consumer Discretionary 9.93%
5 Communication Services 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$992K ﹤0.01%
20,704
+915
2002
$992K ﹤0.01%
273
+8
2003
$991K ﹤0.01%
99,817
-16,340
2004
$990K ﹤0.01%
32,521
-3,329
2005
$990K ﹤0.01%
62,699
-20,449
2006
$990K ﹤0.01%
100,100
2007
$987K ﹤0.01%
15,531
+313
2008
$987K ﹤0.01%
51,173
-6,220
2009
$985K ﹤0.01%
100,000
2010
$984K ﹤0.01%
20,336
-6,701
2011
$983K ﹤0.01%
23,484
-15,308
2012
$982K ﹤0.01%
42,883
+117
2013
$981K ﹤0.01%
49
2014
$981K ﹤0.01%
97,190
2015
$980K ﹤0.01%
26,590
-22,960
2016
$979K ﹤0.01%
43,804
+9,124
2017
$979K ﹤0.01%
100,000
2018
$979K ﹤0.01%
46,210
2019
$978K ﹤0.01%
27,581
+4,928
2020
$978K ﹤0.01%
12,862
+165
2021
$978K ﹤0.01%
100,000
2022
$978K ﹤0.01%
31,271
-48,483
2023
$974K ﹤0.01%
20,982
-18,981
2024
$973K ﹤0.01%
97,500
2025
$972K ﹤0.01%
55,410
+10,769