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
2126
$840K ﹤0.01%
43,129
-17,286
2127
$837K ﹤0.01%
44,747
+40,886
2128
$835K ﹤0.01%
51,917
-8,405
2129
$834K ﹤0.01%
52,740
-44,759
2130
$833K ﹤0.01%
67,335
-30,099
2131
$831K ﹤0.01%
17,403
-18,222
2132
$831K ﹤0.01%
259,581
2133
$831K ﹤0.01%
+15,828
2134
$830K ﹤0.01%
18,404
+7,839
2135
$829K ﹤0.01%
12,918
-5,744
2136
$829K ﹤0.01%
30,731
+6,285
2137
$827K ﹤0.01%
16,882
-23,568
2138
$824K ﹤0.01%
26,478
-4,326
2139
$824K ﹤0.01%
7,633
-11,967
2140
$823K ﹤0.01%
462,643
-124,835
2141
$818K ﹤0.01%
60,395
-83,226
2142
$817K ﹤0.01%
212,613
+45,891
2143
$816K ﹤0.01%
23,643
-14,041
2144
$814K ﹤0.01%
16,074
-16,239
2145
$814K ﹤0.01%
21,837
-21,567
2146
$812K ﹤0.01%
10,520
-12,003
2147
$812K ﹤0.01%
175,911
+122,818
2148
$812K ﹤0.01%
39,734
-7,515
2149
$810K ﹤0.01%
39,656
-29,014
2150
$810K ﹤0.01%
21,628
-98,416