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
3551
$45K ﹤0.01%
4,414
-2,836
3552
$45K ﹤0.01%
621
-838
3553
$45K ﹤0.01%
1,721
3554
$44K ﹤0.01%
7,733
-3,466
3555
$44K ﹤0.01%
20,162
-23,812
3556
$44K ﹤0.01%
14,468
-14,139
3557
$44K ﹤0.01%
+5,833
3558
$44K ﹤0.01%
+4,262
3559
$44K ﹤0.01%
300
3560
$44K ﹤0.01%
47,500
+30,000
3561
$44K ﹤0.01%
53,676
-14,252
3562
$44K ﹤0.01%
1,040
-2,937
3563
$44K ﹤0.01%
40,245
-28,021
3564
$43K ﹤0.01%
4,882
-5,955
3565
$43K ﹤0.01%
5,600
+3,405
3566
$43K ﹤0.01%
9,658
3567
$43K ﹤0.01%
2,363
-2,347
3568
$43K ﹤0.01%
8,361
-7,207
3569
$43K ﹤0.01%
+2,714
3570
$43K ﹤0.01%
9,742
-10,562
3571
$43K ﹤0.01%
1,748
3572
$43K ﹤0.01%
17,500
-49,622
3573
$43K ﹤0.01%
+8,627
3574
$42K ﹤0.01%
+13,433
3575
$42K ﹤0.01%
+6,717