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
726
$18.5M 0.01%
257,186
727
$18.5M 0.01%
180,984
+52,620
728
$18.2M 0.01%
169,429
-92,225
729
$18.1M 0.01%
528,073
-122,723
730
$18M 0.01%
441,654
-184,559
731
$17.8M 0.01%
257,320
-77,160
732
$17.7M 0.01%
101,969
-142,367
733
$17.7M 0.01%
391,449
-40,471
734
$17.7M 0.01%
427,967
+12,577
735
$17.6M 0.01%
1,575,596
+484,327
736
$17.4M 0.01%
267,615
-67,228
737
$17.3M 0.01%
130,991
-10,537
738
$17.2M 0.01%
268,017
-109,446
739
$17M 0.01%
446,066
+20,264
740
$17M 0.01%
343,180
-150,982
741
$16.9M 0.01%
455,372
+114,424
742
$16.9M 0.01%
234,682
743
$16.9M 0.01%
345,343
-92,860
744
$16.8M 0.01%
168,718
+47,513
745
$16.8M 0.01%
579,579
+346,660
746
$16.8M 0.01%
155,749
+119,240
747
$16.7M 0.01%
521,987
-6,315
748
$16.7M 0.01%
440,643
+113,118
749
$16.6M 0.01%
873,318
-48,120
750
$16.6M 0.01%
725,387
-27,199