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
$50.1B
AUM Growth
-$5.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,669
New
Increased
Reduced
Closed

Top Buys

1 +$392M
2 +$382M
3 +$366M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$274M
5
GILD icon
Gilead Sciences
GILD
+$216M

Top Sells

1 +$3.14B
2 +$422M
3 +$324M
4
WFC icon
Wells Fargo
WFC
+$250M
5
DD icon
DuPont de Nemours
DD
+$219M

Sector Composition

1 Healthcare 10.21%
2 Technology 8.36%
3 Financials 7.83%
4 Communication Services 6.68%
5 Real Estate 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$360K ﹤0.01%
5,442
-20,332
2027
$358K ﹤0.01%
5,117
-4,383
2028
$357K ﹤0.01%
5,931
-2,055
2029
$356K ﹤0.01%
10,172
+9,694
2030
$355K ﹤0.01%
2,221
-1,810
2031
$355K ﹤0.01%
5,077
-2,707
2032
$354K ﹤0.01%
37,356
+23,226
2033
$352K ﹤0.01%
7,320
+2,000
2034
$351K ﹤0.01%
57,294
-270,153
2035
$350K ﹤0.01%
7,300
-5,200
2036
$349K ﹤0.01%
6,213
+375
2037
$349K ﹤0.01%
17,448
-9,268
2038
$349K ﹤0.01%
+77,334
2039
$349K ﹤0.01%
20,568
+721
2040
$348K ﹤0.01%
+9,950
2041
$347K ﹤0.01%
86,709
+77,562
2042
$346K ﹤0.01%
5,015
-1,839
2043
$346K ﹤0.01%
24,777
-2,207
2044
$346K ﹤0.01%
5,754
-8,840
2045
$342K ﹤0.01%
68,482
-41,547
2046
$342K ﹤0.01%
2,851
+2,387
2047
$341K ﹤0.01%
68,051
+67,876
2048
$338K ﹤0.01%
5,463
-14,455
2049
$338K ﹤0.01%
+56,378
2050
$338K ﹤0.01%
11,674
-118,928