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
3326
$81K ﹤0.01%
+27,673
3327
$81K ﹤0.01%
2,324
-2,680
3328
$81K ﹤0.01%
14,000
-14,654
3329
$80K ﹤0.01%
9,542
-6,426
3330
$80K ﹤0.01%
4,053
-65,656
3331
$80K ﹤0.01%
7,317
-9,036
3332
$80K ﹤0.01%
49,630
-54,967
3333
$80K ﹤0.01%
48,044
-25,953
3334
$80K ﹤0.01%
12,052
-3,187
3335
$80K ﹤0.01%
1,162
-944
3336
$79K ﹤0.01%
13,692
-5,550
3337
$79K ﹤0.01%
12,081
-12,172
3338
$78K ﹤0.01%
6,780
-8,474
3339
$78K ﹤0.01%
9,894
-19,500
3340
$78K ﹤0.01%
5,578
-8,019
3341
$78K ﹤0.01%
1,632
-1,679
3342
$78K ﹤0.01%
6,087
-6,908
3343
$77K ﹤0.01%
9,236
-8,128
3344
$77K ﹤0.01%
9,515
-10,896
3345
$77K ﹤0.01%
1,208
-4,034
3346
$77K ﹤0.01%
1,418
+711
3347
$77K ﹤0.01%
3,699
-23,304
3348
$77K ﹤0.01%
+13,164
3349
$76K ﹤0.01%
4,412
-4,334
3350
$76K ﹤0.01%
26,954
-22,306