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
$55.2B
AUM Growth
+$2.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,682
New
Increased
Reduced
Closed

Top Sells

1 +$672M
2 +$521M
3 +$449M
4
EBAY icon
eBay
EBAY
+$241M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$233M

Sector Composition

1 Healthcare 10.67%
2 Technology 8.66%
3 Energy 7.4%
4 Financials 7.24%
5 Communication Services 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$366K ﹤0.01%
7,627
+6,170
2027
$365K ﹤0.01%
36,465
+34,797
2028
$364K ﹤0.01%
13,459
-14,788
2029
$362K ﹤0.01%
8,427
+3,807
2030
$362K ﹤0.01%
1,206
-1,356
2031
$361K ﹤0.01%
27,752
-914
2032
$359K ﹤0.01%
9,927
+8,456
2033
$356K ﹤0.01%
3,954
-8,099
2034
$355K ﹤0.01%
11,087
+10,104
2035
$353K ﹤0.01%
10,687
+991
2036
$352K ﹤0.01%
7,320
2037
$351K ﹤0.01%
14,029
-200
2038
$349K ﹤0.01%
7,592
+6,607
2039
$349K ﹤0.01%
4,985
-4,313
2040
$349K ﹤0.01%
3,973
-764
2041
$347K ﹤0.01%
28,941
+23,084
2042
$343K ﹤0.01%
7,316
-15,690
2043
$341K ﹤0.01%
9,483
+7,277
2044
$340K ﹤0.01%
21,232
+17,237
2045
$340K ﹤0.01%
30,882
-20,147
2046
$339K ﹤0.01%
22,479
+19,906
2047
$339K ﹤0.01%
42,425
-5,477
2048
$338K ﹤0.01%
16,863
+5,853
2049
$338K ﹤0.01%
18,806
+13,983
2050
$338K ﹤0.01%
7,516
+7,090