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
1276
$3.47M ﹤0.01%
350,000
1277
$3.46M ﹤0.01%
132,971
-6,792
1278
$3.44M ﹤0.01%
343,294
1279
$3.44M ﹤0.01%
108,699
-2,093
1280
$3.43M ﹤0.01%
317,766
+287,087
1281
$3.42M ﹤0.01%
350,000
1282
$3.42M ﹤0.01%
39,626
+3,892
1283
$3.4M ﹤0.01%
52,128
+19,749
1284
$3.39M ﹤0.01%
131,915
+46,980
1285
$3.38M ﹤0.01%
1,017,983
-614,623
1286
$3.37M ﹤0.01%
136,913
+111,357
1287
$3.37M ﹤0.01%
119,602
-20,730
1288
$3.37M ﹤0.01%
58,649
+10,693
1289
$3.36M ﹤0.01%
340,510
+25,691
1290
$3.36M ﹤0.01%
150,211
+80,404
1291
$3.36M ﹤0.01%
334,733
1292
$3.35M ﹤0.01%
169,917
+139,256
1293
$3.34M ﹤0.01%
40,789
+1,438
1294
$3.33M ﹤0.01%
125,748
-35,337
1295
$3.32M ﹤0.01%
334,398
+34,242
1296
$3.31M ﹤0.01%
472,667
+151,181
1297
$3.31M ﹤0.01%
67,390
+3,986
1298
$3.3M ﹤0.01%
318,545
1299
$3.3M ﹤0.01%
336,250
1300
$3.29M ﹤0.01%
335,119
+228,415