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
1601
$2.14M ﹤0.01%
83,234
-137,840
1602
$2.13M ﹤0.01%
87,576
-26,035
1603
$2.13M ﹤0.01%
136,510
-17,523
1604
$2.12M ﹤0.01%
75,306
+22,354
1605
$2.12M ﹤0.01%
108,895
+26,768
1606
$2.11M ﹤0.01%
443,289
+23,486
1607
$2.11M ﹤0.01%
107,082
-170,190
1608
$2.11M ﹤0.01%
35,090
+28,973
1609
$2.11M ﹤0.01%
95,782
-7,758
1610
$2.11M ﹤0.01%
16,814
-21,559
1611
$2.11M ﹤0.01%
105,568
-67,643
1612
$2.1M ﹤0.01%
20,380
-6,397
1613
$2.1M ﹤0.01%
46,201
-20,494
1614
$2.1M ﹤0.01%
53,717
-28,923
1615
$2.1M ﹤0.01%
28,855
-18,275
1616
$2.09M ﹤0.01%
37,991
-37,980
1617
$2.09M ﹤0.01%
339,650
+225,868
1618
$2.08M ﹤0.01%
175,512
-81,570
1619
$2.08M ﹤0.01%
45,445
-17,748
1620
$2.08M ﹤0.01%
223,962
-238,644
1621
$2.08M ﹤0.01%
50,865
-43,083
1622
$2.08M ﹤0.01%
+41,155
1623
$2.08M ﹤0.01%
27,353
-4,097
1624
$2.07M ﹤0.01%
89,567
-95,749
1625
$2.07M ﹤0.01%
7,561
-23,952