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
3601
$40K ﹤0.01%
5,121
-4,669
3602
$40K ﹤0.01%
+8,841
3603
$40K ﹤0.01%
2,000
3604
$40K ﹤0.01%
+21,928
3605
$39K ﹤0.01%
12,680
-29,414
3606
$39K ﹤0.01%
+7,455
3607
$39K ﹤0.01%
8,922
+2,358
3608
$39K ﹤0.01%
1,355
-1,344
3609
$39K ﹤0.01%
268
-36,249
3610
$39K ﹤0.01%
+4,516
3611
$39K ﹤0.01%
+7,582
3612
$38K ﹤0.01%
45,000
3613
$38K ﹤0.01%
7,323
-5,976
3614
$38K ﹤0.01%
24,172
-51,464
3615
$38K ﹤0.01%
2,490
-413
3616
$38K ﹤0.01%
8,750
3617
$37K ﹤0.01%
+1,281
3618
$37K ﹤0.01%
+4,138
3619
$37K ﹤0.01%
1,781
+1,531
3620
$37K ﹤0.01%
+2,317
3621
$37K ﹤0.01%
1,836
-59,879
3622
$36K ﹤0.01%
38,914
-43,226
3623
$36K ﹤0.01%
26,539
-10,481
3624
$36K ﹤0.01%
+805
3625
$36K ﹤0.01%
6,034
-14,402