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
3501
$53K ﹤0.01%
1,627
-1,671
3502
$53K ﹤0.01%
+8,619
3503
$53K ﹤0.01%
2,202
-2,351
3504
$53K ﹤0.01%
23,032
+16,730
3505
$52K ﹤0.01%
21,446
-25,864
3506
$52K ﹤0.01%
606
3507
$52K ﹤0.01%
45,024
3508
$52K ﹤0.01%
+2,451
3509
$52K ﹤0.01%
34,552
-1,577
3510
$52K ﹤0.01%
5,235
-12,765
3511
$52K ﹤0.01%
3,753
-3,404
3512
$52K ﹤0.01%
8,368
-4,508
3513
$52K ﹤0.01%
33,984
-68,723
3514
$52K ﹤0.01%
6,736
-7,185
3515
$51K ﹤0.01%
18,129
-31,168
3516
$51K ﹤0.01%
30,370
-8,182
3517
$51K ﹤0.01%
+3,579
3518
$51K ﹤0.01%
51,376
-42,551
3519
$51K ﹤0.01%
6,555
-17,380
3520
$51K ﹤0.01%
9,000
3521
$51K ﹤0.01%
1,752
-1,565
3522
$51K ﹤0.01%
21,519
-11,487
3523
$50K ﹤0.01%
34,253
-85,379
3524
$50K ﹤0.01%
610
-5,464
3525
$50K ﹤0.01%
5,208
-1,325