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
$220B
AUM Growth
+$17.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,725
New
Increased
Reduced
Closed

Top Buys

1 +$3.67B
2 +$1.5B
3 +$1.38B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.27B
5
MA icon
Mastercard
MA
+$1.1B

Sector Composition

1 Technology 28.23%
2 Financials 14.76%
3 Consumer Discretionary 11.75%
4 Healthcare 8.96%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$1.96M ﹤0.01%
83,848
-20,315
2002
$1.96M ﹤0.01%
98,762
-429,556
2003
$1.96M ﹤0.01%
26,768
+18,944
2004
$1.96M ﹤0.01%
171,294
-69,081
2005
$1.95M ﹤0.01%
35,911
-13,579
2006
$1.95M ﹤0.01%
56,884
-7,392
2007
$1.95M ﹤0.01%
56,492
-6,725
2008
$1.94M ﹤0.01%
27,135
-12,512
2009
$1.94M ﹤0.01%
66,952
-17,838
2010
$1.93M ﹤0.01%
1,390,277
-89,790
2011
$1.93M ﹤0.01%
253,929
+100,827
2012
$1.93M ﹤0.01%
28,810
-46,226
2013
$1.93M ﹤0.01%
138,465
-13,450
2014
$1.92M ﹤0.01%
175,663
-30,322
2015
$1.92M ﹤0.01%
183,768
-72,496
2016
$1.92M ﹤0.01%
317,945
-29,677
2017
$1.92M ﹤0.01%
61,367
-48,752
2018
$1.91M ﹤0.01%
211,442
-106,152
2019
$1.91M ﹤0.01%
130,653
-122,603
2020
$1.91M ﹤0.01%
225,382
-85,048
2021
$1.91M ﹤0.01%
15,107
-5,706
2022
$1.91M ﹤0.01%
39,007
-3,472
2023
$1.91M ﹤0.01%
188,684
-45,320
2024
$1.9M ﹤0.01%
570,836
-46,967
2025
$1.9M ﹤0.01%
16,180
-254,140