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
2751
$295K ﹤0.01%
68,053
+27,471
2752
$294K ﹤0.01%
38,450
+3,233
2753
$293K ﹤0.01%
6,201
-2,435
2754
$293K ﹤0.01%
6,358
-1,481
2755
$293K ﹤0.01%
28,984
2756
$291K ﹤0.01%
+14,750
2757
$289K ﹤0.01%
22,613
2758
$288K ﹤0.01%
87,969
2759
$288K ﹤0.01%
12,171
-8,533
2760
$288K ﹤0.01%
31,221
-2,874
2761
$288K ﹤0.01%
19,766
-10,430
2762
$288K ﹤0.01%
12,085
+4,407
2763
$287K ﹤0.01%
22,341
+5,969
2764
$287K ﹤0.01%
45,341
-1,511
2765
$287K ﹤0.01%
+27,803
2766
$286K ﹤0.01%
74,431
-239
2767
$286K ﹤0.01%
17,575
-4,480
2768
$286K ﹤0.01%
3,940
-1,118
2769
$285K ﹤0.01%
2,966
+1,708
2770
$284K ﹤0.01%
23,260
+21,750
2771
$284K ﹤0.01%
34,175
-6,083
2772
$284K ﹤0.01%
8,867
-1,481
2773
$283K ﹤0.01%
5,126
-959
2774
$283K ﹤0.01%
11,782
-942
2775
$282K ﹤0.01%
13,255
+8,750