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
1826
$1.48M ﹤0.01%
37,599
-20,791
1827
$1.48M ﹤0.01%
48,434
-36,955
1828
$1.48M ﹤0.01%
18,626
-44,910
1829
$1.47M ﹤0.01%
77,502
-20,663
1830
$1.47M ﹤0.01%
49,093
-270,808
1831
$1.46M ﹤0.01%
5,511
-8,418
1832
$1.46M ﹤0.01%
18,405
-40,312
1833
$1.46M ﹤0.01%
24,687
-29,148
1834
$1.45M ﹤0.01%
2,821
-300
1835
$1.45M ﹤0.01%
18,760
-20,100
1836
$1.45M ﹤0.01%
79,457
-21,363
1837
$1.45M ﹤0.01%
263,875
-171,659
1838
$1.44M ﹤0.01%
187,169
+29,130
1839
$1.43M ﹤0.01%
139,493
-437,285
1840
$1.43M ﹤0.01%
127,454
-24,668
1841
$1.43M ﹤0.01%
32,487
-67,435
1842
$1.43M ﹤0.01%
20,714
-40,931
1843
$1.43M ﹤0.01%
84,151
+53,481
1844
$1.43M ﹤0.01%
75,459
-25,713
1845
$1.42M ﹤0.01%
4,657
-6,111
1846
$1.42M ﹤0.01%
40,620
-3,153
1847
$1.42M ﹤0.01%
39,991
-23,438
1848
$1.41M ﹤0.01%
693,394
+591,947
1849
$1.41M ﹤0.01%
111,901
-72,067
1850
$1.41M ﹤0.01%
191,035
+47,112