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
2901
$205K ﹤0.01%
6,355
-25,548
2902
$205K ﹤0.01%
15,198
-11,810
2903
$205K ﹤0.01%
70,087
2904
$205K ﹤0.01%
76,427
-42,149
2905
$205K ﹤0.01%
27,434
-42,407
2906
$205K ﹤0.01%
9,591
-12,154
2907
$205K ﹤0.01%
1,745
2908
$204K ﹤0.01%
7,172
-7,326
2909
$204K ﹤0.01%
36,463
-48,860
2910
$203K ﹤0.01%
16,727
-4,126
2911
$202K ﹤0.01%
5,508
-6,972
2912
$202K ﹤0.01%
75,584
-94,297
2913
$202K ﹤0.01%
30,604
-30,988
2914
$202K ﹤0.01%
+4,020
2915
$202K ﹤0.01%
15,912
-603
2916
$201K ﹤0.01%
17,953
-23,225
2917
$201K ﹤0.01%
13,753
-17,432
2918
$201K ﹤0.01%
12,519
+2,669
2919
$200K ﹤0.01%
504
-739
2920
$200K ﹤0.01%
11,286
-11,428
2921
$199K ﹤0.01%
+43,637
2922
$198K ﹤0.01%
3,477
-3,256
2923
$197K ﹤0.01%
8,417
-12,714
2924
$197K ﹤0.01%
140,255
-175,151
2925
$197K ﹤0.01%
33,740
-48,043