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
$46.1B
AUM Growth
-$9.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,425
New
Increased
Reduced
Closed

Top Buys

1 +$334M
2 +$231M
3 +$188M
4
VZ icon
Verizon
VZ
+$173M
5
MA icon
Mastercard
MA
+$159M

Top Sells

1 +$5.07B
2 +$840M
3 +$781M
4
BHC icon
Bausch Health
BHC
+$520M
5
META icon
Meta Platforms (Facebook)
META
+$426M

Sector Composition

1 Healthcare 14.28%
2 Technology 10.33%
3 Financials 9.22%
4 Energy 6.79%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$291K ﹤0.01%
12,548
+3,484
2027
$291K ﹤0.01%
5,400
-8,580
2028
$289K ﹤0.01%
22,222
-16,000
2029
$288K ﹤0.01%
7,369
-22,784
2030
$286K ﹤0.01%
7,736
-3,891
2031
$284K ﹤0.01%
3,229
-12,292
2032
$283K ﹤0.01%
12,854
-13,936
2033
$283K ﹤0.01%
5,086
+1,257
2034
$283K ﹤0.01%
884
+268
2035
$283K ﹤0.01%
23,600
+12,394
2036
$280K ﹤0.01%
17,645
-549
2037
$280K ﹤0.01%
8,542
+6,830
2038
$280K ﹤0.01%
5,865
+2,481
2039
$278K ﹤0.01%
5,336
+1,465
2040
$278K ﹤0.01%
277,868
+85,526
2041
$277K ﹤0.01%
8,630
-19,002
2042
$275K ﹤0.01%
27,604
+4,931
2043
$274K ﹤0.01%
9,803
-18
2044
$271K ﹤0.01%
10,448
-11,060
2045
$271K ﹤0.01%
33,938
+18,860
2046
$270K ﹤0.01%
6,206
-625
2047
$270K ﹤0.01%
8,178
-4,359
2048
$270K ﹤0.01%
33,787
-96,776
2049
$269K ﹤0.01%
564
-457
2050
$269K ﹤0.01%
8,911
+5,209