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
2951
$187K ﹤0.01%
4,140
-5,256
2952
$186K ﹤0.01%
67,264
-19,167
2953
$185K ﹤0.01%
16,900
-23,369
2954
$185K ﹤0.01%
25,081
-6,300
2955
$185K ﹤0.01%
700
2956
$184K ﹤0.01%
25,405
2957
$183K ﹤0.01%
14,729
-5,921
2958
$183K ﹤0.01%
4,644
-6,934
2959
$182K ﹤0.01%
13,028
-13,734
2960
$181K ﹤0.01%
38,489
-49,256
2961
$181K ﹤0.01%
16,401
-19,506
2962
$181K ﹤0.01%
9,908
-8,626
2963
$180K ﹤0.01%
+15,000
2964
$180K ﹤0.01%
12,293
-17,382
2965
$179K ﹤0.01%
+13,257
2966
$179K ﹤0.01%
+14,100
2967
$179K ﹤0.01%
3,663
-30,852
2968
$179K ﹤0.01%
44,755
-68,281
2969
$179K ﹤0.01%
7,630
-6,130
2970
$177K ﹤0.01%
4,487
-7,173
2971
$177K ﹤0.01%
6,062
-9,027
2972
$177K ﹤0.01%
12,018
+4,818
2973
$176K ﹤0.01%
57,586
-69,435
2974
$176K ﹤0.01%
17,281
+690
2975
$176K ﹤0.01%
59,101
-15,298