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
3451
$59K ﹤0.01%
+5,864
3452
$59K ﹤0.01%
11,735
-11,457
3453
$59K ﹤0.01%
5,874
-5,222
3454
$58K ﹤0.01%
8,516
-29,688
3455
$58K ﹤0.01%
2,646
-3,996
3456
$58K ﹤0.01%
23,820
+21,942
3457
$58K ﹤0.01%
48,398
-27,359
3458
$58K ﹤0.01%
4,571
-9,940
3459
$58K ﹤0.01%
33,245
3460
$58K ﹤0.01%
3,531
-4,101
3461
$58K ﹤0.01%
3,338
-3,712
3462
$58K ﹤0.01%
+2,077
3463
$58K ﹤0.01%
30,407
-161,593
3464
$57K ﹤0.01%
17,248
-15,239
3465
$57K ﹤0.01%
57,631
-18,282
3466
$57K ﹤0.01%
11,523
-11,802
3467
$57K ﹤0.01%
2,087
-895
3468
$57K ﹤0.01%
+17,092
3469
$57K ﹤0.01%
4,010
3470
$57K ﹤0.01%
4,781
-5,065
3471
$56K ﹤0.01%
4,622
-3,271
3472
$56K ﹤0.01%
2,500
3473
$56K ﹤0.01%
+29,930
3474
$56K ﹤0.01%
19,333
-31,992
3475
$56K ﹤0.01%
14,601
-5,786