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
$60.7B
AUM Growth
-$30.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,208
New
Increased
Reduced
Closed

Top Sells

1 +$782M
2 +$705M
3 +$605M
4
LIN icon
Linde
LIN
+$454M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$418M

Sector Composition

1 Technology 17.22%
2 Healthcare 10.49%
3 Financials 9.69%
4 Communication Services 7.9%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$545K ﹤0.01%
54,059
-2,944
2027
$543K ﹤0.01%
14,332
-14,979
2028
$543K ﹤0.01%
20,344
-16,260
2029
$543K ﹤0.01%
38,872
-34,864
2030
$542K ﹤0.01%
28,941
-22,214
2031
$540K ﹤0.01%
20,958
-14,983
2032
$539K ﹤0.01%
51,638
-14,772
2033
$539K ﹤0.01%
44,806
-35,851
2034
$538K ﹤0.01%
5,243
-16,726
2035
$537K ﹤0.01%
36,792
-38,305
2036
$535K ﹤0.01%
262,385
-212,873
2037
$534K ﹤0.01%
14,557
-27,564
2038
$534K ﹤0.01%
25,116
-13,957
2039
$530K ﹤0.01%
25,481
-31,539
2040
$530K ﹤0.01%
+131,170
2041
$529K ﹤0.01%
35,656
-31,565
2042
$523K ﹤0.01%
31,151
-30,495
2043
$523K ﹤0.01%
9,546
-7,832
2044
$522K ﹤0.01%
23,147
-45,983
2045
$522K ﹤0.01%
30,807
-24,370
2046
$522K ﹤0.01%
7,500
-162,722
2047
$521K ﹤0.01%
19,245
-16,079
2048
$521K ﹤0.01%
33,392
-36,450
2049
$520K ﹤0.01%
33,671
-71,153
2050
$520K ﹤0.01%
34,904
-20,345