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
1951
$1.18M ﹤0.01%
67,076
+41,870
1952
$1.18M ﹤0.01%
8,902
+1,310
1953
$1.17M ﹤0.01%
52,370
-24,810
1954
$1.17M ﹤0.01%
54,830
-25,583
1955
$1.17M ﹤0.01%
88,262
-69,515
1956
$1.17M ﹤0.01%
6,451
-5,223
1957
$1.16M ﹤0.01%
28,338
-28,461
1958
$1.16M ﹤0.01%
139,545
-185,805
1959
$1.16M ﹤0.01%
14,272
-12,792
1960
$1.16M ﹤0.01%
11,772
-17,258
1961
$1.15M ﹤0.01%
202,004
-22,337
1962
$1.15M ﹤0.01%
53,620
+5,566
1963
$1.15M ﹤0.01%
29,295
-13,882
1964
$1.15M ﹤0.01%
190,391
-301,522
1965
$1.15M ﹤0.01%
82,543
1966
$1.15M ﹤0.01%
34,797
-7,269
1967
$1.15M ﹤0.01%
16,921
-22,503
1968
$1.14M ﹤0.01%
961,000
+105,113
1969
$1.14M ﹤0.01%
65,830
-52,988
1970
$1.14M ﹤0.01%
81,639
-42,214
1971
$1.14M ﹤0.01%
24,992
-44,664
1972
$1.14M ﹤0.01%
20,913
+20,150
1973
$1.14M ﹤0.01%
40,203
-38,195
1974
$1.13M ﹤0.01%
1,134,018
-25,336
1975
$1.13M ﹤0.01%
27,271
+1,020