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
$122B
AUM Growth
+$18.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,366
New
Increased
Reduced
Closed

Top Buys

1 +$1.52B
2 +$645M
3 +$557M
4
NUAN
Nuance Communications, Inc.
NUAN
+$392M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$354M

Top Sells

1 +$1.17B
2 +$466M
3 +$420M
4
TSLA icon
Tesla
TSLA
+$262M
5
IPHI
INPHI CORPORATION
IPHI
+$242M

Sector Composition

1 Technology 23.15%
2 Financials 13.74%
3 Communication Services 10.13%
4 Consumer Discretionary 10.11%
5 Healthcare 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$1.12M ﹤0.01%
29,189
+4,004
2027
$1.12M ﹤0.01%
+37,411
2028
$1.12M ﹤0.01%
203,901
+47,025
2029
$1.12M ﹤0.01%
43,697
-19,760
2030
$1.11M ﹤0.01%
27,618
-10,827
2031
$1.11M ﹤0.01%
17,504
-1,077
2032
$1.11M ﹤0.01%
30,393
-59,974
2033
$1.11M ﹤0.01%
23,127
+16,931
2034
$1.11M ﹤0.01%
34,813
+8,345
2035
$1.11M ﹤0.01%
5,548
-15,677
2036
$1.1M ﹤0.01%
30,812
-890
2037
$1.1M ﹤0.01%
43,527
-46,958
2038
$1.1M ﹤0.01%
129,347
+5,177
2039
$1.1M ﹤0.01%
4,448
+4,110
2040
$1.09M ﹤0.01%
4,631
+2,531
2041
$1.09M ﹤0.01%
95,658
+62,907
2042
$1.09M ﹤0.01%
56,692
-3,056
2043
$1.09M ﹤0.01%
21,305
+19,298
2044
$1.09M ﹤0.01%
11,256
-21,569
2045
$1.09M ﹤0.01%
9,072
-13,234
2046
$1.09M ﹤0.01%
32,296
-23,358
2047
$1.09M ﹤0.01%
36,121
+20,825
2048
$1.09M ﹤0.01%
4,555
-5,870
2049
$1.09M ﹤0.01%
29,666
-25,155
2050
$1.09M ﹤0.01%
81,288
-14,165