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
3526
$41K ﹤0.01%
4,278
-1,218
3527
$41K ﹤0.01%
+9,400
3528
$41K ﹤0.01%
9,477
3529
$41K ﹤0.01%
6,693
-1,350
3530
$41K ﹤0.01%
11,884
-23,334
3531
$41K ﹤0.01%
1,786
+996
3532
$41K ﹤0.01%
5,166
-950
3533
$41K ﹤0.01%
+1,000
3534
$40K ﹤0.01%
1,188
-10,890
3535
$40K ﹤0.01%
15,000
3536
$40K ﹤0.01%
7,816
-8,870
3537
$40K ﹤0.01%
9,654
3538
$40K ﹤0.01%
250,000
3539
$39K ﹤0.01%
61,046
-2,722
3540
$39K ﹤0.01%
5,982
+1,925
3541
$39K ﹤0.01%
946
3542
$39K ﹤0.01%
2,061
-378
3543
$39K ﹤0.01%
6,362
-1,355
3544
$39K ﹤0.01%
283
3545
$39K ﹤0.01%
+42
3546
$39K ﹤0.01%
1,808
-104
3547
$39K ﹤0.01%
350,000
3548
$39K ﹤0.01%
22,748
-380
3549
$39K ﹤0.01%
2,003
+1,138
3550
$38K ﹤0.01%
3,944
-11,364