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
3626
$36K ﹤0.01%
4,409
3627
$35K ﹤0.01%
1,964
3628
$35K ﹤0.01%
+2,022
3629
$35K ﹤0.01%
4,294
-3,659
3630
$35K ﹤0.01%
4,626
-9,244
3631
$35K ﹤0.01%
3,000
3632
$35K ﹤0.01%
336
3633
$35K ﹤0.01%
+30,135
3634
$35K ﹤0.01%
+3,825
3635
$35K ﹤0.01%
2,010
-3,555
3636
$35K ﹤0.01%
24,140
3637
$34K ﹤0.01%
1,392
-138
3638
$34K ﹤0.01%
13,239
3639
$34K ﹤0.01%
+5,468
3640
$34K ﹤0.01%
36,468
-8,284
3641
$34K ﹤0.01%
+18,541
3642
$34K ﹤0.01%
1,000
3643
$34K ﹤0.01%
4,285
-20,313
3644
$33K ﹤0.01%
26,917
-42,618
3645
$33K ﹤0.01%
4,500
3646
$33K ﹤0.01%
8,667
-13,649
3647
$32K ﹤0.01%
3,866
3648
$32K ﹤0.01%
935
-6,813
3649
$32K ﹤0.01%
6,585
-6,648
3650
$32K ﹤0.01%
+9,947