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
1026
$5.52M 0.01%
40,612
-6,249
1027
$5.51M 0.01%
132,604
-20,073
1028
$5.49M 0.01%
40,690
-27,090
1029
$5.46M 0.01%
111,651
+63,464
1030
$5.46M 0.01%
1,060,192
-440,964
1031
$5.44M 0.01%
515,116
-124,052
1032
$5.42M 0.01%
140,228
+618
1033
$5.41M 0.01%
138,043
+82,363
1034
$5.4M 0.01%
548,600
1035
$5.39M 0.01%
28,656
-45,966
1036
$5.38M 0.01%
774,005
-102,027
1037
$5.38M 0.01%
135,241
-31,931
1038
$5.37M 0.01%
342,442
-291,341
1039
$5.36M 0.01%
532,400
1040
$5.35M 0.01%
327,047
+221,781
1041
$5.31M 0.01%
124,774
+184
1042
$5.31M 0.01%
44,344
+2,918
1043
$5.3M 0.01%
163,952
+10,898
1044
$5.3M 0.01%
521,762
+321,762
1045
$5.3M 0.01%
1,061,386
+476,547
1046
$5.26M 0.01%
47,064
+6,307
1047
$5.23M 0.01%
106,127
+72,827
1048
$5.23M 0.01%
117,290
-10,304
1049
$5.23M 0.01%
199,518
+23,269
1050
$5.23M 0.01%
121,681
+55,491