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
$62.7B
AUM Growth
+$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,440
New
Increased
Reduced
Closed

Top Buys

1 +$1.27B
2 +$452M
3 +$427M
4
RTX icon
RTX Corp
RTX
+$341M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$333M

Top Sells

1 +$268M
2 +$181M
3 +$134M
4
IQV icon
IQVIA
IQV
+$128M
5
LVLT
Level 3 Communications Inc
LVLT
+$121M

Sector Composition

1 Technology 13.84%
2 Financials 11.67%
3 Healthcare 11.33%
4 Consumer Discretionary 10.16%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$508K ﹤0.01%
31,074
+28,324
2027
$506K ﹤0.01%
22,330
+12,977
2028
$506K ﹤0.01%
31,229
-17,264
2029
$505K ﹤0.01%
18,633
+13,624
2030
$504K ﹤0.01%
20,469
+14,611
2031
$503K ﹤0.01%
6,296
-2,016
2032
$503K ﹤0.01%
+18,996
2033
$503K ﹤0.01%
12,557
-2,668
2034
$502K ﹤0.01%
16,313
+3,510
2035
$502K ﹤0.01%
24,840
+13,512
2036
$501K ﹤0.01%
8,070
+2,700
2037
$501K ﹤0.01%
6,768
+3,537
2038
$500K ﹤0.01%
18,337
+17,630
2039
$498K ﹤0.01%
+6,302
2040
$498K ﹤0.01%
10,617
-56,254
2041
$494K ﹤0.01%
3,000
2042
$492K ﹤0.01%
12,494
+504
2043
$492K ﹤0.01%
19,108
+14,689
2044
$491K ﹤0.01%
7,993
-4,105
2045
$491K ﹤0.01%
17,971
-9,504
2046
$491K ﹤0.01%
16,067
+9,210
2047
$487K ﹤0.01%
16,077
-24,704
2048
$485K ﹤0.01%
24,787
+11,521
2049
$485K ﹤0.01%
5,773
+3,108
2050
$483K ﹤0.01%
10,093
-10,698