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
2276
$647K ﹤0.01%
10,412
-15,377
2277
$646K ﹤0.01%
38,597
-32,086
2278
$646K ﹤0.01%
23,046
-10,593
2279
$644K ﹤0.01%
35,694
-24,567
2280
$644K ﹤0.01%
23,119
-85,335
2281
$643K ﹤0.01%
11,951
-32,841
2282
$643K ﹤0.01%
174,725
-80,778
2283
$643K ﹤0.01%
30,893
-39,932
2284
$642K ﹤0.01%
+5,635
2285
$642K ﹤0.01%
46,667
-75,858
2286
$640K ﹤0.01%
15,228
-12,708
2287
$637K ﹤0.01%
47,934
-24,001
2288
$637K ﹤0.01%
4,390
-36,228
2289
$636K ﹤0.01%
47,577
-144,821
2290
$634K ﹤0.01%
15,618
-24,120
2291
$633K ﹤0.01%
71,574
-104,484
2292
$633K ﹤0.01%
59,899
-31,979
2293
$633K ﹤0.01%
50,835
-65,070
2294
$632K ﹤0.01%
45,566
-35,415
2295
$632K ﹤0.01%
128,141
-241,354
2296
$627K ﹤0.01%
43,734
-55,115
2297
$625K ﹤0.01%
38,840
-36,885
2298
$624K ﹤0.01%
46,375
-72,043
2299
$624K ﹤0.01%
73,678
-57,883
2300
$624K ﹤0.01%
60,261
-13,382