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
2801
$251K ﹤0.01%
+8,274
2802
$250K ﹤0.01%
69,521
-4,069
2803
$250K ﹤0.01%
4,970
2804
$249K ﹤0.01%
3,816
-6,926
2805
$249K ﹤0.01%
15,091
-17,422
2806
$249K ﹤0.01%
1,060
-4,694
2807
$249K ﹤0.01%
+8,434
2808
$247K ﹤0.01%
3,735
-9,737
2809
$247K ﹤0.01%
11,823
-7,521
2810
$247K ﹤0.01%
35,890
-22,715
2811
$247K ﹤0.01%
2,000
-1,843
2812
$246K ﹤0.01%
70,833
-138,935
2813
$245K ﹤0.01%
3,032
+1,833
2814
$244K ﹤0.01%
22,092
-113,852
2815
$244K ﹤0.01%
21,182
-83,313
2816
$244K ﹤0.01%
+13,500
2817
$243K ﹤0.01%
72,033
-16,875
2818
$243K ﹤0.01%
25,136
2819
$242K ﹤0.01%
27,248
-35,370
2820
$242K ﹤0.01%
19,663
-26,698
2821
$241K ﹤0.01%
79,109
-121,686
2822
$241K ﹤0.01%
38,363
-56,682
2823
$240K ﹤0.01%
5,209
-6,913
2824
$240K ﹤0.01%
9,998
-2,940
2825
$240K ﹤0.01%
28,714
-7,813