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
2026
$1.01M ﹤0.01%
36,804
-12,292
2027
$1.01M ﹤0.01%
14,705
-25,436
2028
$1.01M ﹤0.01%
25,500
-16,120
2029
$1.01M ﹤0.01%
+89,120
2030
$1.01M ﹤0.01%
15,490
+240
2031
$1M ﹤0.01%
158,788
-226,881
2032
$1M ﹤0.01%
115,711
-55,846
2033
$1M ﹤0.01%
16,871
-42,978
2034
$1M ﹤0.01%
47,646
-173
2035
$997K ﹤0.01%
12,270
-60
2036
$996K ﹤0.01%
82,125
-79,348
2037
$996K ﹤0.01%
22,811
-563,536
2038
$991K ﹤0.01%
83,050
-82,060
2039
$989K ﹤0.01%
85,667
-19,014
2040
$984K ﹤0.01%
41,539
-49,024
2041
$983K ﹤0.01%
2,789
-1,232
2042
$979K ﹤0.01%
2,224
-2,487
2043
$978K ﹤0.01%
28,149
-35,846
2044
$977K ﹤0.01%
25,603
-32,987
2045
$973K ﹤0.01%
20,406
-26,148
2046
$970K ﹤0.01%
93,310
-63,773
2047
$968K ﹤0.01%
15,303
-31,301
2048
$967K ﹤0.01%
8,741
-11,856
2049
$964K ﹤0.01%
15,509
-8,314
2050
$958K ﹤0.01%
29,761
-17,403