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
2726
$285K ﹤0.01%
8,161
-1,606
2727
$285K ﹤0.01%
71,544
-72,332
2728
$284K ﹤0.01%
42,977
+20,208
2729
$284K ﹤0.01%
7,505
-21,136
2730
$284K ﹤0.01%
8,534
-11,589
2731
$282K ﹤0.01%
5,804
-8,545
2732
$281K ﹤0.01%
62,657
-91,421
2733
$280K ﹤0.01%
23,453
-73,563
2734
$280K ﹤0.01%
28,532
+18,110
2735
$279K ﹤0.01%
46,188
-16,314
2736
$279K ﹤0.01%
56,976
-17,924
2737
$279K ﹤0.01%
11,112
-15,484
2738
$278K ﹤0.01%
15,925
-2,009
2739
$278K ﹤0.01%
7,241
-15,997
2740
$278K ﹤0.01%
29,615
-29,565
2741
$278K ﹤0.01%
28,001
-57,404
2742
$278K ﹤0.01%
73,545
+61,149
2743
$277K ﹤0.01%
12,734
-34,691
2744
$276K ﹤0.01%
25,449
-17,138
2745
$274K ﹤0.01%
16,765
-25,764
2746
$274K ﹤0.01%
67,961
-10,110
2747
$273K ﹤0.01%
10,307
-2,860
2748
$273K ﹤0.01%
22,852
-19,041
2749
$273K ﹤0.01%
13,087
-31,311
2750
$272K ﹤0.01%
14,093
-3,642