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
1201
$4.66M ﹤0.01%
66,388
-26,713
1202
$4.65M ﹤0.01%
29,640
+8,688
1203
$4.64M ﹤0.01%
34,822
-2,587
1204
$4.64M ﹤0.01%
66,110
-71,481
1205
$4.64M ﹤0.01%
53,825
-134,688
1206
$4.63M ﹤0.01%
21,303
-28,328
1207
$4.63M ﹤0.01%
97,409
-93,475
1208
$4.62M ﹤0.01%
142,366
-172,770
1209
$4.61M ﹤0.01%
82,028
-107,475
1210
$4.6M ﹤0.01%
71,771
-77,541
1211
$4.6M ﹤0.01%
271,087
-14,263
1212
$4.58M ﹤0.01%
227,458
+109,795
1213
$4.55M ﹤0.01%
203,373
+18,078
1214
$4.53M ﹤0.01%
1,552,138
-53,568
1215
$4.52M ﹤0.01%
19,823
-6,362
1216
$4.51M ﹤0.01%
171,611
-278,197
1217
$4.51M ﹤0.01%
63,419
-98,150
1218
$4.51M ﹤0.01%
486,993
-680,486
1219
$4.48M ﹤0.01%
90,989
+20,258
1220
$4.48M ﹤0.01%
171,598
+22,693
1221
$4.43M ﹤0.01%
446,391
+97,454
1222
$4.42M ﹤0.01%
107,356
+13,877
1223
$4.42M ﹤0.01%
46,252
+18,461
1224
$4.39M ﹤0.01%
19,417
-36,582
1225
$4.38M ﹤0.01%
719,586
+83,445