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
$68.8B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,760
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.29%
2 Financials 11.91%
3 Healthcare 11.8%
4 Consumer Discretionary 10.58%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$1.35M ﹤0.01%
72,798
+36,422
2027
$1.35M ﹤0.01%
81,816
+26,723
2028
$1.35M ﹤0.01%
57,792
+39,674
2029
$1.34M ﹤0.01%
29,801
+26,044
2030
$1.34M ﹤0.01%
158,161
+9,229
2031
$1.34M ﹤0.01%
24,950
+8,784
2032
$1.34M ﹤0.01%
42,580
+880
2033
$1.34M ﹤0.01%
13,327
+3,063
2034
$1.33M ﹤0.01%
108,739
+52,796
2035
$1.33M ﹤0.01%
12,498
-66,433
2036
$1.33M ﹤0.01%
16,818
+7,953
2037
$1.32M ﹤0.01%
227,670
+53,909
2038
$1.32M ﹤0.01%
75,706
+45,160
2039
$1.32M ﹤0.01%
51,295
+25,009
2040
$1.32M ﹤0.01%
77,974
-41,765
2041
$1.32M ﹤0.01%
46,261
+28
2042
$1.31M ﹤0.01%
57,078
+17,659
2043
$1.31M ﹤0.01%
17,112
+11,498
2044
$1.31M ﹤0.01%
72,628
-74,235
2045
$1.31M ﹤0.01%
79,571
+56,954
2046
$1.31M ﹤0.01%
34,849
+9,273
2047
$1.31M ﹤0.01%
356,052
+273,807
2048
$1.31M ﹤0.01%
9,449
+4,613
2049
$1.31M ﹤0.01%
65,803
+31,634
2050
$1.3M ﹤0.01%
78,997
+71,675