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
1826
$1.41M ﹤0.01%
55,560
-36,488
1827
$1.4M ﹤0.01%
21,899
-10,426
1828
$1.4M ﹤0.01%
16,806
+9,514
1829
$1.4M ﹤0.01%
151,997
+121,522
1830
$1.4M ﹤0.01%
2,595,769
+617,896
1831
$1.4M ﹤0.01%
15,076
-13,536
1832
$1.4M ﹤0.01%
140,428
+5,412
1833
$1.39M ﹤0.01%
18,760
1834
$1.39M ﹤0.01%
77,314
-236,506
1835
$1.39M ﹤0.01%
396
1836
$1.38M ﹤0.01%
138,310
-2,000
1837
$1.38M ﹤0.01%
1,530,160
+381,255
1838
$1.37M ﹤0.01%
41,080
-2,380
1839
$1.37M ﹤0.01%
10,908
-2,464
1840
$1.36M ﹤0.01%
14,331
-694
1841
$1.36M ﹤0.01%
135,204
1842
$1.35M ﹤0.01%
15,896
-1,504
1843
$1.35M ﹤0.01%
113,338
-62,060
1844
$1.35M ﹤0.01%
33,634
-278,933
1845
$1.35M ﹤0.01%
18,093
-6,827
1846
$1.35M ﹤0.01%
135,946
+47,883
1847
$1.35M ﹤0.01%
135,243
+400
1848
$1.34M ﹤0.01%
43,232
+676
1849
$1.34M ﹤0.01%
115,931
-83,886
1850
$1.34M ﹤0.01%
20,893
-1,924