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
701
$14.1M 0.02%
71,780
-57,209
702
$14M 0.02%
283,775
-584,479
703
$14M 0.02%
1,409,538
+5,392
704
$13.9M 0.02%
756,526
-251,604
705
$13.9M 0.02%
104,827
-61,872
706
$13.8M 0.02%
194,807
+47,925
707
$13.8M 0.02%
68,731
+4,565
708
$13.8M 0.02%
194,462
+73,809
709
$13.8M 0.02%
8,890,567
710
$13.8M 0.02%
608,990
-227,465
711
$13.7M 0.02%
148,431
+62,206
712
$13.6M 0.01%
399,261
+47,018
713
$13.6M 0.01%
191,036
+4,118
714
$13.6M 0.01%
155,782
+97,831
715
$13.5M 0.01%
1,240,483
-34,984
716
$13.5M 0.01%
161,874
+10,932
717
$13.5M 0.01%
586,306
+136,456
718
$13.4M 0.01%
891,958
-2,723,654
719
$13.4M 0.01%
653,751
+635,456
720
$13.4M 0.01%
780,831
+434,279
721
$13.4M 0.01%
108,333
+76,609
722
$13.4M 0.01%
1,284,255
-764
723
$13.4M 0.01%
239,164
+11,151
724
$13.3M 0.01%
326,387
+116,253
725
$13.3M 0.01%
1,375,000