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
1926
$1.24M ﹤0.01%
19,741
-44,322
1927
$1.23M ﹤0.01%
110,406
-15,454
1928
$1.23M ﹤0.01%
390
+31
1929
$1.23M ﹤0.01%
23,339
-35,968
1930
$1.23M ﹤0.01%
84,008
+13,550
1931
$1.23M ﹤0.01%
155,658
-10,797
1932
$1.22M ﹤0.01%
130,574
-69,166
1933
$1.22M ﹤0.01%
12,439
-12,263
1934
$1.22M ﹤0.01%
29,178
+13,678
1935
$1.22M ﹤0.01%
35,353
-6,027
1936
$1.22M ﹤0.01%
35,177
-44,990
1937
$1.22M ﹤0.01%
27,465
-15,833
1938
$1.21M ﹤0.01%
79,678
-108,193
1939
$1.21M ﹤0.01%
8,157
-8,726
1940
$1.21M ﹤0.01%
16,051
-8,402
1941
$1.21M ﹤0.01%
132,980
+18,124
1942
$1.2M ﹤0.01%
9,748
-12,827
1943
$1.2M ﹤0.01%
33,262
-178,266
1944
$1.2M ﹤0.01%
14,890
-24,782
1945
$1.2M ﹤0.01%
13,641
-2,314
1946
$1.2M ﹤0.01%
103,016
+22,492
1947
$1.2M ﹤0.01%
76,286
+39,300
1948
$1.18M ﹤0.01%
24,892
-2,543
1949
$1.18M ﹤0.01%
20,629
-36,938
1950
$1.18M ﹤0.01%
28,751