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
$218B
AUM Growth
-$3.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,468
New
Increased
Reduced
Closed

Top Sells

1 +$3.13B
2 +$1.38B
3 +$1.32B
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.13B
5
PG icon
Procter & Gamble
PG
+$923M

Sector Composition

1 Technology 33.53%
2 Consumer Discretionary 10.88%
3 Financials 10.79%
4 Communication Services 9.25%
5 Healthcare 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2701
$298K ﹤0.01%
9,525
-5,784
2702
$298K ﹤0.01%
5,473
-7,629
2703
$297K ﹤0.01%
18,241
-25,455
2704
$295K ﹤0.01%
69,290
-26,957
2705
$295K ﹤0.01%
79,186
-86,309
2706
$294K ﹤0.01%
3,554
-4,717
2707
$294K ﹤0.01%
41,005
+13,644
2708
$294K ﹤0.01%
58,743
-35,051
2709
$294K ﹤0.01%
1,012
-22,726
2710
$293K ﹤0.01%
10,551
-10,759
2711
$293K ﹤0.01%
3,900
2712
$292K ﹤0.01%
62,821
-9,877
2713
$291K ﹤0.01%
3,468
-13,115
2714
$291K ﹤0.01%
3,137
-4,984
2715
$291K ﹤0.01%
33,808
-42,804
2716
$291K ﹤0.01%
20,979
-22,588
2717
$290K ﹤0.01%
47,403
+46,201
2718
$290K ﹤0.01%
3,861
+2,181
2719
$290K ﹤0.01%
22,178
-31,203
2720
$289K ﹤0.01%
48,575
-57,777
2721
$287K ﹤0.01%
12,248
-22,031
2722
$287K ﹤0.01%
7,954
-8,244
2723
$287K ﹤0.01%
9,200
-14,075
2724
$285K ﹤0.01%
17,252
-3,306
2725
$285K ﹤0.01%
19,404
-28,623