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
1676
$1.94M ﹤0.01%
198,570
+72,565
1677
$1.94M ﹤0.01%
297,165
-92,727
1678
$1.93M ﹤0.01%
10,304
-26,133
1679
$1.93M ﹤0.01%
85,732
-22,391
1680
$1.92M ﹤0.01%
150,791
+24,450
1681
$1.92M ﹤0.01%
7,499
-17,383
1682
$1.92M ﹤0.01%
81,827
-4,849
1683
$1.91M ﹤0.01%
114,066
+93,514
1684
$1.91M ﹤0.01%
38,378
-24,176
1685
$1.9M ﹤0.01%
68,759
-90,928
1686
$1.9M ﹤0.01%
16,054
-18,354
1687
$1.9M ﹤0.01%
80,825
-60,410
1688
$1.9M ﹤0.01%
44,969
+25,551
1689
$1.9M ﹤0.01%
166,744
+46,815
1690
$1.89M ﹤0.01%
83,783
-185,972
1691
$1.89M ﹤0.01%
23,039
-14,695
1692
$1.88M ﹤0.01%
107,083
-79,671
1693
$1.88M ﹤0.01%
59,762
+21,338
1694
$1.88M ﹤0.01%
68,431
+3,325
1695
$1.88M ﹤0.01%
71,552
-155,418
1696
$1.87M ﹤0.01%
63,242
+30,918
1697
$1.87M ﹤0.01%
+28,393
1698
$1.86M ﹤0.01%
15,599
+5,500
1699
$1.86M ﹤0.01%
97,331
-52,295
1700
$1.85M ﹤0.01%
74,944
-189,814