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
3401
$68K ﹤0.01%
17,476
+2,476
3402
$67K ﹤0.01%
63,388
-37,967
3403
$67K ﹤0.01%
1,368
-11,476
3404
$67K ﹤0.01%
1,000
-273,200
3405
$67K ﹤0.01%
19,261
-3,816
3406
$67K ﹤0.01%
39,243
-140,757
3407
$67K ﹤0.01%
+25,770
3408
$67K ﹤0.01%
4,292
-4,516
3409
$66K ﹤0.01%
3,373
-3,343
3410
$66K ﹤0.01%
22,502
+22,500
3411
$66K ﹤0.01%
18,551
-35,872
3412
$66K ﹤0.01%
39,437
-25,182
3413
$66K ﹤0.01%
412
3414
$66K ﹤0.01%
2,200
-2,018
3415
$66K ﹤0.01%
2,809
-2,352
3416
$66K ﹤0.01%
15,231
-15,292
3417
$65K ﹤0.01%
800
3418
$65K ﹤0.01%
3,717
-4,202
3419
$65K ﹤0.01%
2,733
3420
$65K ﹤0.01%
59,026
-44,444
3421
$65K ﹤0.01%
2,572
-2,494
3422
$65K ﹤0.01%
1,275
-1,808
3423
$64K ﹤0.01%
12,188
-10,386
3424
$64K ﹤0.01%
1,569
-1,602
3425
$64K ﹤0.01%
1,966
+336