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
1326
$3.49M ﹤0.01%
32,594
-35,479
1327
$3.47M ﹤0.01%
205,719
-17,161
1328
$3.47M ﹤0.01%
121,459
+3,902
1329
$3.47M ﹤0.01%
45,435
+39,515
1330
$3.45M ﹤0.01%
219,877
-89,516
1331
$3.44M ﹤0.01%
59,968
+33,068
1332
$3.44M ﹤0.01%
197,314
+157,122
1333
$3.43M ﹤0.01%
48,798
-30,152
1334
$3.43M ﹤0.01%
28,264
+16,753
1335
$3.43M ﹤0.01%
59,936
-59,718
1336
$3.42M ﹤0.01%
15,550
-66,653
1337
$3.41M ﹤0.01%
195,919
-365,389
1338
$3.41M ﹤0.01%
39,079
+10,817
1339
$3.41M ﹤0.01%
200,841
-89,469
1340
$3.4M ﹤0.01%
604,555
-445,655
1341
$3.4M ﹤0.01%
67,402
-56,630
1342
$3.39M ﹤0.01%
20,808
-38,487
1343
$3.39M ﹤0.01%
482,295
-185,494
1344
$3.39M ﹤0.01%
152,514
-158,746
1345
$3.38M ﹤0.01%
72,202
-48,370
1346
$3.38M ﹤0.01%
79,104
-285,221
1347
$3.38M ﹤0.01%
56,673
+8,408
1348
$3.38M ﹤0.01%
8,758
-18,335
1349
$3.36M ﹤0.01%
850,676
+714,325
1350
$3.33M ﹤0.01%
71,426
-98,560