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
$42.4B
AUM Growth
+$8.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Sells

1 +$386M
2 +$235M
3 +$210M
4
LLTC
Linear Technology Corp
LLTC
+$175M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$144M

Sector Composition

1 Technology 12.48%
2 Healthcare 11.39%
3 Financials 9.24%
4 Communication Services 8.45%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$405K ﹤0.01%
42,820
+5,489
2027
$404K ﹤0.01%
17,960
-6,989
2028
$403K ﹤0.01%
18,553
-23,008
2029
$402K ﹤0.01%
15,605
+15,348
2030
$402K ﹤0.01%
22,348
+22,344
2031
$401K ﹤0.01%
6,499
-2,962
2032
$399K ﹤0.01%
90,673
-98,189
2033
$398K ﹤0.01%
11,907
+4,283
2034
$398K ﹤0.01%
28,104
+9,401
2035
$397K ﹤0.01%
58,875
+32,660
2036
$396K ﹤0.01%
16,826
+16,250
2037
$395K ﹤0.01%
8,386
-29,871
2038
$394K ﹤0.01%
13,392
+11,250
2039
$394K ﹤0.01%
10,548
+6,959
2040
$393K ﹤0.01%
11,128
+5,206
2041
$393K ﹤0.01%
1,747
+1,545
2042
$393K ﹤0.01%
257
+247
2043
$391K ﹤0.01%
18,511
+16,302
2044
$391K ﹤0.01%
10,323
-25,543
2045
$391K ﹤0.01%
20,558
+10,387
2046
$390K ﹤0.01%
3,300
+2,897
2047
$390K ﹤0.01%
7,125
+4,725
2048
$389K ﹤0.01%
17,043
-6,978
2049
$389K ﹤0.01%
19,345
+18,782
2050
$388K ﹤0.01%
44,366
+36,880