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
3426
$63K ﹤0.01%
1,436
+1,043
3427
$63K ﹤0.01%
12,075
-11,118
3428
$63K ﹤0.01%
10,214
+10,149
3429
$63K ﹤0.01%
6,898
-7,003
3430
$63K ﹤0.01%
3,062
-2,749
3431
$63K ﹤0.01%
32,678
-93,456
3432
$63K ﹤0.01%
15,872
-12,898
3433
$63K ﹤0.01%
3,390
-10,818
3434
$62K ﹤0.01%
20,828
-151,530
3435
$62K ﹤0.01%
10,463
-11,030
3436
$62K ﹤0.01%
250
3437
$61K ﹤0.01%
+29,745
3438
$61K ﹤0.01%
3,000
-3,481
3439
$61K ﹤0.01%
23,771
-20,576
3440
$61K ﹤0.01%
5,572
-5,506
3441
$60K ﹤0.01%
2,131
-2,852
3442
$60K ﹤0.01%
6,674
-8,184
3443
$60K ﹤0.01%
1,822
-1,895
3444
$60K ﹤0.01%
4,175
-3,309
3445
$60K ﹤0.01%
2,725
-9,760
3446
$60K ﹤0.01%
4,900
3447
$60K ﹤0.01%
7,445
-7,255
3448
$60K ﹤0.01%
3,167
3449
$59K ﹤0.01%
+1,046
3450
$59K ﹤0.01%
2,861
-3,038