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
1301
$3.29M ﹤0.01%
334,350
1302
$3.28M ﹤0.01%
15,452
-5,846
1303
$3.28M ﹤0.01%
140,702
+58,525
1304
$3.28M ﹤0.01%
156,867
+6,063
1305
$3.28M ﹤0.01%
389,564
-6,723
1306
$3.27M ﹤0.01%
325,000
1307
$3.26M ﹤0.01%
56,438
-3,706
1308
$3.26M ﹤0.01%
16,085
-7,323
1309
$3.26M ﹤0.01%
52,893
+25,083
1310
$3.24M ﹤0.01%
326,417
+296,979
1311
$3.24M ﹤0.01%
44,986
-144,671
1312
$3.24M ﹤0.01%
325,837
+150,551
1313
$3.24M ﹤0.01%
47,340
-18,920
1314
$3.23M ﹤0.01%
10,957
+6,839
1315
$3.23M ﹤0.01%
80,000
1316
$3.22M ﹤0.01%
91,702
-11,298
1317
$3.21M ﹤0.01%
134,538
+55,093
1318
$3.19M ﹤0.01%
109,838
+28,248
1319
$3.18M ﹤0.01%
62,067
+32,006
1320
$3.18M ﹤0.01%
100,321
-95,547
1321
$3.17M ﹤0.01%
37,677
+3,959
1322
$3.17M ﹤0.01%
27,440
+16,264
1323
$3.17M ﹤0.01%
186,084
+164,430
1324
$3.16M ﹤0.01%
87,618
-11,781
1325
$3.15M ﹤0.01%
230,542
+128,990