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
$104B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,080
New
Increased
Reduced
Closed

Sector Composition

1 Technology 22.43%
2 Financials 13.7%
3 Consumer Discretionary 10.25%
4 Communication Services 9.85%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$1.57M ﹤0.01%
+12,048
2027
$1.57M ﹤0.01%
179,752
+44,042
2028
$1.56M ﹤0.01%
140,000
-10,000
2029
$1.55M ﹤0.01%
18,449
+7,445
2030
$1.55M ﹤0.01%
24,365
+5,730
2031
$1.55M ﹤0.01%
66,271
-34,302
2032
$1.54M ﹤0.01%
54,472
+6,368
2033
$1.54M ﹤0.01%
30,054
-12,600
2034
$1.54M ﹤0.01%
35,750
+3,668
2035
$1.54M ﹤0.01%
447,925
+286,332
2036
$1.53M ﹤0.01%
23,506
+9,203
2037
$1.53M ﹤0.01%
23,971
+2,606
2038
$1.53M ﹤0.01%
25,547
+14,981
2039
$1.53M ﹤0.01%
23,339
+7,661
2040
$1.52M ﹤0.01%
93,142
+53,445
2041
$1.52M ﹤0.01%
22,475
+13,904
2042
$1.52M ﹤0.01%
+12,729
2043
$1.52M ﹤0.01%
20,769
+19,388
2044
$1.51M ﹤0.01%
100,000
2045
$1.5M ﹤0.01%
29,867
+19,390
2046
$1.5M ﹤0.01%
23,413
-61,724
2047
$1.5M ﹤0.01%
45,219
+2,740
2048
$1.5M ﹤0.01%
16,602
+9,371
2049
$1.49M ﹤0.01%
108,654
+66,699
2050
$1.49M ﹤0.01%
544,053
+102,856