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
101
$430M 0.13%
7,408,752
-175,786
102
$426M 0.13%
15,242,809
-6,322,497
103
$413M 0.13%
1,078,987
+203,667
104
$410M 0.13%
8,217,946
+172,825
105
$408M 0.12%
1,804,078
-172,308
106
$404M 0.12%
3,596,912
+3,500,630
107
$403M 0.12%
2,288,971
-356,074
108
$401M 0.12%
1,303,138
-427,853
109
$396M 0.12%
845,662
+28,247
110
$394M 0.12%
6,209,782
-5,502,537
111
$390M 0.12%
874,761
-107,664
112
$382M 0.12%
641,766
+124,844
113
$378M 0.12%
2,075,660
-1,006,415
114
$377M 0.12%
8,551,124
-6,584,346
115
$375M 0.11%
4,091,150
-58,911
116
$368M 0.11%
350,115
+6,497
117
$367M 0.11%
3,329,337
-2,416,519
118
$361M 0.11%
7,423,362
+2,464,251
119
$355M 0.11%
6,483,835
+3,174,808
120
$353M 0.11%
1,383,942
-337,740
121
$352M 0.11%
2,529,185
+957,209
122
$349M 0.11%
5,339,967
-917,696
123
$345M 0.11%
5,847,042
+1,397,947
124
$344M 0.11%
5,831,245
+2,020,523
125
$339M 0.1%
3,372,605
-378,912