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
1976
$1.13M ﹤0.01%
30,506
+3,506
1977
$1.12M ﹤0.01%
57,245
-76,524
1978
$1.12M ﹤0.01%
31,915
-24,573
1979
$1.12M ﹤0.01%
418,647
-82,785
1980
$1.11M ﹤0.01%
41,167
-5,608
1981
$1.11M ﹤0.01%
29,029
-181,954
1982
$1.11M ﹤0.01%
13,126
-16,749
1983
$1.11M ﹤0.01%
+75,728
1984
$1.1M ﹤0.01%
33,088
-26,553
1985
$1.1M ﹤0.01%
36,840
-38,823
1986
$1.1M ﹤0.01%
181,878
-66,959
1987
$1.1M ﹤0.01%
58,420
-51,600
1988
$1.1M ﹤0.01%
36,446
-13,498
1989
$1.1M ﹤0.01%
71,475
-41,334
1990
$1.1M ﹤0.01%
58,069
-4,369
1991
$1.1M ﹤0.01%
23,924
-31,126
1992
$1.1M ﹤0.01%
16,095
-7,780
1993
$1.09M ﹤0.01%
51,704
+3,899
1994
$1.09M ﹤0.01%
34,823
-34,860
1995
$1.09M ﹤0.01%
89,207
+36,957
1996
$1.09M ﹤0.01%
32,076
-6,928
1997
$1.09M ﹤0.01%
235,354
-4,804,726
1998
$1.08M ﹤0.01%
40,715
-14,759
1999
$1.08M ﹤0.01%
233,044
-71,568
2000
$1.07M ﹤0.01%
239,863
-102,665