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
1376
$3.22M ﹤0.01%
76,479
+66,824
1377
$3.21M ﹤0.01%
59,329
-95,088
1378
$3.2M ﹤0.01%
112,017
-84,211
1379
$3.2M ﹤0.01%
32,034
-32,248
1380
$3.2M ﹤0.01%
153,989
-206,254
1381
$3.19M ﹤0.01%
34,263
-3,097
1382
$3.18M ﹤0.01%
39,602
-80,029
1383
$3.18M ﹤0.01%
46,911
-44,610
1384
$3.17M ﹤0.01%
6,755
-14,995
1385
$3.15M ﹤0.01%
34,404
-6,408
1386
$3.15M ﹤0.01%
25,436
-47,360
1387
$3.15M ﹤0.01%
31,448
-7,729
1388
$3.14M ﹤0.01%
115,383
-248,091
1389
$3.11M ﹤0.01%
48,735
+39,510
1390
$3.1M ﹤0.01%
86,967
-314,369
1391
$3.09M ﹤0.01%
146,530
+85,248
1392
$3.07M ﹤0.01%
46,278
-13,959
1393
$3.07M ﹤0.01%
204,555
+131,399
1394
$3.07M ﹤0.01%
110,740
-182,511
1395
$3.07M ﹤0.01%
159,357
+61,690
1396
$3.06M ﹤0.01%
93,892
-195,120
1397
$3.06M ﹤0.01%
28,683
-266
1398
$3.06M ﹤0.01%
77,803
+41,157
1399
$3.06M ﹤0.01%
+25,000
1400
$3.05M ﹤0.01%
36,209
+17,421