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
$154B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,557
New
Increased
Reduced
Closed

Top Buys

1 +$942M
2 +$776M
3 +$558M
4
AAPL icon
Apple
AAPL
+$484M
5
NVDA icon
NVIDIA
NVDA
+$400M

Sector Composition

1 Technology 28.65%
2 Financials 12.34%
3 Healthcare 11.76%
4 Consumer Discretionary 10.56%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$1.01M ﹤0.01%
46,551
-1,522
2027
$1M ﹤0.01%
20,613
+12,844
2028
$1M ﹤0.01%
19,474
-87,485
2029
$1M ﹤0.01%
13,206
-1,016
2030
$1M ﹤0.01%
4,133
-159
2031
$998K ﹤0.01%
81,074
+9,153
2032
$995K ﹤0.01%
73,131
-3,966
2033
$994K ﹤0.01%
106,387
-145,059
2034
$992K ﹤0.01%
127,728
+77,594
2035
$990K ﹤0.01%
14,394
-187
2036
$990K ﹤0.01%
87,882
+31,618
2037
$988K ﹤0.01%
20,341
+4,211
2038
$988K ﹤0.01%
25,851
+1,385
2039
$987K ﹤0.01%
16,563
-1,282
2040
$987K ﹤0.01%
36,082
+25,832
2041
$987K ﹤0.01%
32,828
-8,853
2042
$984K ﹤0.01%
64,586
+59,490
2043
$983K ﹤0.01%
13,208
+2,237
2044
$983K ﹤0.01%
72,226
+72,210
2045
$983K ﹤0.01%
71,703
+64,968
2046
$982K ﹤0.01%
44,633
-1,710
2047
$976K ﹤0.01%
22,798
-23,368
2048
$975K ﹤0.01%
93,145
-8,155
2049
$974K ﹤0.01%
5,554
-315
2050
$971K ﹤0.01%
58,814
-121,518