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
2976
$175K ﹤0.01%
138,921
-579,636
2977
$175K ﹤0.01%
62,761
-73,207
2978
$175K ﹤0.01%
13,118
-21,874
2979
$175K ﹤0.01%
24,041
-14,768
2980
$175K ﹤0.01%
13,659
-20,717
2981
$174K ﹤0.01%
+8,100
2982
$173K ﹤0.01%
1,225
-1,418
2983
$173K ﹤0.01%
6,034
-10,029
2984
$173K ﹤0.01%
42,767
-34,876
2985
$173K ﹤0.01%
14,960
-16,551
2986
$172K ﹤0.01%
51,358
-64,833
2987
$172K ﹤0.01%
6,897
-211
2988
$172K ﹤0.01%
10,705
-1,217
2989
$171K ﹤0.01%
763
-1,900
2990
$171K ﹤0.01%
28,231
-13,751
2991
$171K ﹤0.01%
11,820
-60,450
2992
$171K ﹤0.01%
10,574
-3,702
2993
$171K ﹤0.01%
50,052
+33,710
2994
$169K ﹤0.01%
4,057
-13,311
2995
$168K ﹤0.01%
7,430
2996
$168K ﹤0.01%
45,791
+11,091
2997
$168K ﹤0.01%
12,716
-8,199
2998
$168K ﹤0.01%
1,932
-2,762
2999
$168K ﹤0.01%
38,121
-62,730
3000
$168K ﹤0.01%
16,753
-9,100