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
$90.4B
AUM Growth
+$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,075
New
Increased
Reduced
Closed

Top Buys

1 +$1.27B
2 +$490M
3 +$373M
4
JNJ icon
Johnson & Johnson
JNJ
+$337M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$317M

Top Sells

1 +$773M
2 +$727M
3 +$543M
4
CL icon
Colgate-Palmolive
CL
+$540M
5
IYR icon
iShares US Real Estate ETF
IYR
+$348M

Sector Composition

1 Technology 23.7%
2 Financials 13.94%
3 Healthcare 12.61%
4 Consumer Discretionary 11.04%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$488K ﹤0.01%
10,800
-3,905
2502
$486K ﹤0.01%
36,048
-94
2503
$486K ﹤0.01%
69,423
+5,063
2504
$486K ﹤0.01%
49,023
2505
$485K ﹤0.01%
21,175
-4,571
2506
$485K ﹤0.01%
7,937
+4,562
2507
$485K ﹤0.01%
14,501
+10,012
2508
$483K ﹤0.01%
13,915
-106
2509
$483K ﹤0.01%
82,791
+26,938
2510
$483K ﹤0.01%
36,825
-9,699
2511
$482K ﹤0.01%
9,221
-2,360
2512
$480K ﹤0.01%
73,709
-5,642
2513
$479K ﹤0.01%
16,260
-11,361
2514
$479K ﹤0.01%
177,839
+75,391
2515
$479K ﹤0.01%
21,828
-14,757
2516
$475K ﹤0.01%
27,278
+22,390
2517
$473K ﹤0.01%
48,131
2518
$473K ﹤0.01%
47,806
+42,206
2519
$471K ﹤0.01%
16,260
+7,524
2520
$470K ﹤0.01%
16,322
-15,781
2521
$470K ﹤0.01%
28,083
+12,323
2522
$468K ﹤0.01%
14,000
-600
2523
$467K ﹤0.01%
47,300
2524
$465K ﹤0.01%
12,759
-1,297
2525
$463K ﹤0.01%
9,630
-7,406