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
$30.5B
AUM Growth
+$745M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,242
New
Increased
Reduced
Closed

Top Buys

1 +$362M
2 +$288M
3 +$256M
4
AAPL icon
Apple
AAPL
+$254M
5
BABA icon
Alibaba
BABA
+$175M

Top Sells

1 +$1B
2 +$261M
3 +$232M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$224M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$218M

Sector Composition

1 Technology 14.04%
2 Healthcare 11.93%
3 Financials 10.85%
4 Consumer Discretionary 8.35%
5 Energy 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$201K ﹤0.01%
3,128
-11,713
2027
$201K ﹤0.01%
4,715
+4,180
2028
$198K ﹤0.01%
18,150
+3,850
2029
$197K ﹤0.01%
13,138
+7,171
2030
$197K ﹤0.01%
39,822
-24,473
2031
$196K ﹤0.01%
+3,078
2032
$196K ﹤0.01%
+1,830
2033
$196K ﹤0.01%
42,425
+42,255
2034
$195K ﹤0.01%
4,543
-1,650
2035
$195K ﹤0.01%
5,750
+5,006
2036
$195K ﹤0.01%
7,304
-17,773
2037
$194K ﹤0.01%
4,379
+4,258
2038
$194K ﹤0.01%
12,127
-3,973
2039
$194K ﹤0.01%
1,371
+454
2040
$191K ﹤0.01%
10,329
+10,208
2041
$190K ﹤0.01%
12,830
-22,090
2042
$189K ﹤0.01%
7,456
-35,760
2043
$188K ﹤0.01%
11,868
-2,930
2044
$187K ﹤0.01%
9,957
+1,037
2045
$187K ﹤0.01%
48,600
+19,400
2046
$187K ﹤0.01%
3,704
-649
2047
$186K ﹤0.01%
1,034
-134,742
2048
$186K ﹤0.01%
+2,560
2049
$186K ﹤0.01%
+93,600
2050
$184K ﹤0.01%
9,701
+123