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
2826
$240K ﹤0.01%
10,338
-15,328
2827
$239K ﹤0.01%
32,854
-9,171
2828
$239K ﹤0.01%
24,623
-5,630
2829
$239K ﹤0.01%
2,500
2830
$237K ﹤0.01%
74,350
-293,037
2831
$237K ﹤0.01%
6,713
-7,723
2832
$237K ﹤0.01%
13,305
-15,048
2833
$237K ﹤0.01%
7,344
-13,112
2834
$236K ﹤0.01%
11,726
-1,304
2835
$236K ﹤0.01%
45,373
-20,227
2836
$235K ﹤0.01%
10,246
-14,496
2837
$235K ﹤0.01%
40,800
+6,498
2838
$235K ﹤0.01%
34,842
+473
2839
$234K ﹤0.01%
17,346
-6,841
2840
$233K ﹤0.01%
12,019
-3,710
2841
$232K ﹤0.01%
19,909
-11,591
2842
$232K ﹤0.01%
3,310
2843
$231K ﹤0.01%
9,800
2844
$231K ﹤0.01%
5,882
+88
2845
$230K ﹤0.01%
24,034
-35,407
2846
$229K ﹤0.01%
19,077
-20,205
2847
$229K ﹤0.01%
55,726
-30,426
2848
$228K ﹤0.01%
7,384
-5,397
2849
$228K ﹤0.01%
12,246
-3,972
2850
$228K ﹤0.01%
26,789
-21,515