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
$116B
AUM Growth
+$25.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,890
New
Increased
Reduced
Closed

Top Buys

1 +$2.5B
2 +$1.53B
3 +$768M
4
UNH icon
UnitedHealth
UNH
+$704M
5
TSLA icon
Tesla
TSLA
+$619M

Top Sells

1 +$913M
2 +$352M
3 +$224M
4
JPM icon
JPMorgan Chase
JPM
+$170M
5
PPL icon
PPL Corp
PPL
+$168M

Sector Composition

1 Technology 24.09%
2 Healthcare 14.19%
3 Financials 12.53%
4 Consumer Discretionary 10.33%
5 Industrials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$1.08M ﹤0.01%
69,180
-39,938
2002
$1.08M ﹤0.01%
40,965
+35,409
2003
$1.08M ﹤0.01%
33,309
+2,917
2004
$1.08M ﹤0.01%
18,262
+9,041
2005
$1.08M ﹤0.01%
762
-3,076
2006
$1.07M ﹤0.01%
45,051
-31,735
2007
$1.07M ﹤0.01%
41,012
+8,231
2008
$1.07M ﹤0.01%
31,898
-455
2009
$1.07M ﹤0.01%
28,272
+23,097
2010
$1.06M ﹤0.01%
29,980
+17,221
2011
$1.06M ﹤0.01%
13,159
+5,701
2012
$1.06M ﹤0.01%
57,656
-20,083
2013
$1.06M ﹤0.01%
788
+588
2014
$1.06M ﹤0.01%
37,221
+10,063
2015
$1.06M ﹤0.01%
103,880
2016
$1.06M ﹤0.01%
6,589
+727
2017
$1.06M ﹤0.01%
103,896
2018
$1.06M ﹤0.01%
32,787
+8,521
2019
$1.06M ﹤0.01%
21,717
+10,183
2020
$1.06M ﹤0.01%
25,443
+2,438
2021
$1.06M ﹤0.01%
6,972
+378
2022
$1.06M ﹤0.01%
27,418
+10,033
2023
$1.06M ﹤0.01%
13,812
-9,224
2024
$1.06M ﹤0.01%
15,535
+4,474
2025
$1.05M ﹤0.01%
12,993
+11,622