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
2076
$922K ﹤0.01%
57,368
-59,364
2077
$917K ﹤0.01%
19,882
-6,063
2078
$915K ﹤0.01%
5,630
-8,435
2079
$915K ﹤0.01%
49,529
-64,637
2080
$914K ﹤0.01%
218,240
2081
$913K ﹤0.01%
125,811
-78,646
2082
$911K ﹤0.01%
8,563
-27,372
2083
$904K ﹤0.01%
18,358
-17,524
2084
$900K ﹤0.01%
22,385
-22,034
2085
$899K ﹤0.01%
26,719
-17,487
2086
$899K ﹤0.01%
62,440
-27,960
2087
$897K ﹤0.01%
597,508
+59,484
2088
$895K ﹤0.01%
58,074
-16,990
2089
$894K ﹤0.01%
+11,005
2090
$893K ﹤0.01%
61,947
-281,712
2091
$891K ﹤0.01%
33,135
-8,074
2092
$891K ﹤0.01%
9,744
-14,092
2093
$890K ﹤0.01%
321,442
-831,252
2094
$890K ﹤0.01%
106,559
-67,473
2095
$889K ﹤0.01%
23,079
+14,461
2096
$889K ﹤0.01%
8,375
-11,478
2097
$888K ﹤0.01%
71,436
-12,829
2098
$886K ﹤0.01%
84,716
-105,786
2099
$885K ﹤0.01%
29,287
+7,111
2100
$885K ﹤0.01%
89,175
-35,348