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
$43.2B
AUM Growth
-$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,482
New
Increased
Reduced
Closed

Top Buys

1 +$2.85B
2 +$277M
3 +$217M
4
JNJ icon
Johnson & Johnson
JNJ
+$203M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$191M

Top Sells

1 +$1.2B
2 +$484M
3 +$342M
4
T icon
AT&T
T
+$286M
5
LO
LORILLARD INC COM STK
LO
+$255M

Sector Composition

1 Healthcare 13.66%
2 Technology 10.19%
3 Financials 7.75%
4 Energy 6.56%
5 Industrials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$172K ﹤0.01%
1,220
+920
2027
$172K ﹤0.01%
34,466
+18,672
2028
$171K ﹤0.01%
10,932
+5,887
2029
$171K ﹤0.01%
1,141
+949
2030
$171K ﹤0.01%
2,441
-788
2031
$171K ﹤0.01%
10,161
-638
2032
$170K ﹤0.01%
56,883
-554,166
2033
$170K ﹤0.01%
2,622
-13,342
2034
$170K ﹤0.01%
3,886
-21,584
2035
$169K ﹤0.01%
28,245
+28,073
2036
$169K ﹤0.01%
3,800
-233,034
2037
$169K ﹤0.01%
9,390
-28,421
2038
$169K ﹤0.01%
12,052
+11,526
2039
$168K ﹤0.01%
1,635
-11,823
2040
$168K ﹤0.01%
5,994
-2,026,575
2041
$168K ﹤0.01%
3,724
-6,351
2042
$168K ﹤0.01%
4,215
+3,194
2043
$167K ﹤0.01%
4,553
-16,621
2044
$167K ﹤0.01%
5,009
-7,959
2045
$166K ﹤0.01%
944
+533
2046
$166K ﹤0.01%
83
-101
2047
$166K ﹤0.01%
6,387
-46,507
2048
$165K ﹤0.01%
172
+162
2049
$165K ﹤0.01%
3,122
+1,931
2050
$164K ﹤0.01%
9,088
-13,638