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
$202B
AUM Growth
-$24.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,646
New
Increased
Reduced
Closed

Top Buys

1 +$4B
2 +$579M
3 +$371M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$369M
5
UNH icon
UnitedHealth
UNH
+$352M

Top Sells

1 +$4.68B
2 +$2.22B
3 +$2B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.98B
5
AVGO icon
Broadcom
AVGO
+$1.05B

Sector Composition

1 Technology 31.54%
2 Consumer Discretionary 12.6%
3 Financials 12.44%
4 Industrials 8.48%
5 Communication Services 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$2.51M ﹤0.01%
838,343
+130,538
2027
$2.49M ﹤0.01%
62,346
+880
2028
$2.49M ﹤0.01%
210,520
+127,600
2029
$2.48M ﹤0.01%
64,056
+42,647
2030
$2.48M ﹤0.01%
137,022
+9,459
2031
$2.48M ﹤0.01%
242,338
+27,146
2032
$2.47M ﹤0.01%
75,023
+3,252
2033
$2.47M ﹤0.01%
42,162
-30,103
2034
$2.46M ﹤0.01%
20,813
+1,206
2035
$2.45M ﹤0.01%
496,989
+41,289
2036
$2.44M ﹤0.01%
27,532
+823
2037
$2.44M ﹤0.01%
66,762
+5,999
2038
$2.44M ﹤0.01%
63,146
-65,512
2039
$2.44M ﹤0.01%
17,244
-4,989
2040
$2.44M ﹤0.01%
205,985
+27,983
2041
$2.43M ﹤0.01%
68,174
+2,129
2042
$2.42M ﹤0.01%
78,835
+3,103
2043
$2.42M ﹤0.01%
63,217
+2,838
2044
$2.42M ﹤0.01%
195,553
+36,312
2045
$2.42M ﹤0.01%
12,909
+1,091
2046
$2.42M ﹤0.01%
251,351
-11,098
2047
$2.42M ﹤0.01%
289,688
+232,089
2048
$2.4M ﹤0.01%
85,922
-168,691
2049
$2.4M ﹤0.01%
234,004
-102,565
2050
$2.4M ﹤0.01%
112,076
+13,571