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
$43.2B
AUM Growth
-$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,482
New
Increased
Reduced
Closed

Top Buys

1 +$2.85B
2 +$277M
3 +$217M
4
JNJ icon
Johnson & Johnson
JNJ
+$203M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$191M

Top Sells

1 +$1.2B
2 +$484M
3 +$342M
4
T icon
AT&T
T
+$286M
5
LO
LORILLARD INC COM STK
LO
+$255M

Sector Composition

1 Healthcare 13.66%
2 Technology 10.19%
3 Financials 7.75%
4 Energy 6.56%
5 Industrials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$217K ﹤0.01%
3,613
+3,507
1952
$216K ﹤0.01%
36,075
-6,187
1953
$215K ﹤0.01%
5,200
1954
$213K ﹤0.01%
7,635
-99,983
1955
$212K ﹤0.01%
4,839
-35,742
1956
$212K ﹤0.01%
4,717
+2,899
1957
$212K ﹤0.01%
+11,165
1958
$212K ﹤0.01%
1,973
1959
$211K ﹤0.01%
6,814
-10,427
1960
$211K ﹤0.01%
21,080
+10,245
1961
$210K ﹤0.01%
9,530
+9,173
1962
$208K ﹤0.01%
69,363
+52,506
1963
$208K ﹤0.01%
23,028
-37,637
1964
$207K ﹤0.01%
2,828
+1,828
1965
$207K ﹤0.01%
17,640
+4,116
1966
$205K ﹤0.01%
29,319
-225,379
1967
$204K ﹤0.01%
22,661
+6,978
1968
$204K ﹤0.01%
4,250
+702
1969
$204K ﹤0.01%
10,240
-9,331
1970
$203K ﹤0.01%
22,604
-5,000
1971
$202K ﹤0.01%
8,103
+6,735
1972
$202K ﹤0.01%
2,360
-17,020
1973
$201K ﹤0.01%
283
-298
1974
$201K ﹤0.01%
4,357
+3,496
1975
$201K ﹤0.01%
5,142
+3,154