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
$227B
AUM Growth
+$9.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,603
New
Increased
Reduced
Closed

Top Buys

1 +$1B
2 +$697M
3 +$447M
4
ACN icon
Accenture
ACN
+$439M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$421M

Top Sells

1 +$2.27B
2 +$2.01B
3 +$1.97B
4
SBUX icon
Starbucks
SBUX
+$1.61B
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.07B

Sector Composition

1 Technology 32.41%
2 Financials 11.84%
3 Consumer Discretionary 10.72%
4 Healthcare 9.02%
5 Communication Services 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$2.43M ﹤0.01%
190,408
-116,939
2002
$2.43M ﹤0.01%
35,376
+8,613
2003
$2.43M ﹤0.01%
206,358
+161,354
2004
$2.42M ﹤0.01%
280,963
+202,047
2005
$2.42M ﹤0.01%
+403,219
2006
$2.42M ﹤0.01%
136,498
+79,689
2007
$2.41M ﹤0.01%
104,151
-76,860
2008
$2.4M ﹤0.01%
37,930
-1,967
2009
$2.4M ﹤0.01%
282,195
+121,920
2010
$2.4M ﹤0.01%
178,002
+119,268
2011
$2.4M ﹤0.01%
399,854
+23,947
2012
$2.4M ﹤0.01%
237,407
+111,596
2013
$2.4M ﹤0.01%
172,557
+133,869
2014
$2.39M ﹤0.01%
60,379
+30,884
2015
$2.39M ﹤0.01%
361,778
+222,285
2016
$2.39M ﹤0.01%
157,075
+11,307
2017
$2.38M ﹤0.01%
235,897
+161,290
2018
$2.38M ﹤0.01%
205,403
+45,294
2019
$2.37M ﹤0.01%
44,966
+21,032
2020
$2.37M ﹤0.01%
52,593
+39,506
2021
$2.36M ﹤0.01%
168,768
-17,544
2022
$2.36M ﹤0.01%
253,392
+151,279
2023
$2.36M ﹤0.01%
28,280
+22,935
2024
$2.35M ﹤0.01%
288,014
+227,619
2025
$2.34M ﹤0.01%
105,774
+79,086