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
2026
$1.03M ﹤0.01%
289,786
-190,127
2027
$1.03M ﹤0.01%
5,862
+1,064
2028
$1.03M ﹤0.01%
26,899
-3,444
2029
$1.03M ﹤0.01%
8,462
-5,855
2030
$1.03M ﹤0.01%
13,100
+2,365
2031
$1.03M ﹤0.01%
29,862
+4,355
2032
$1.03M ﹤0.01%
38,813
+35,373
2033
$1.03M ﹤0.01%
101,499
2034
$1.02M ﹤0.01%
7,891
-4,287
2035
$1.02M ﹤0.01%
12,903
-111
2036
$1.02M ﹤0.01%
12,031
-3,306
2037
$1.02M ﹤0.01%
47,539
+597
2038
$1.02M ﹤0.01%
26,305
+16,110
2039
$1.02M ﹤0.01%
13,295
+10,791
2040
$1.01M ﹤0.01%
100,000
2041
$1.01M ﹤0.01%
10,624
-2,555
2042
$1.01M ﹤0.01%
101,110
+1,110
2043
$1.01M ﹤0.01%
43,019
+14,646
2044
$1.01M ﹤0.01%
7,879
+5,955
2045
$1.01M ﹤0.01%
16,836
-52,324
2046
$1.01M ﹤0.01%
99,372
2047
$1.01M ﹤0.01%
56,946
-9,067
2048
$1M ﹤0.01%
15,497
-5,724
2049
$1M ﹤0.01%
101,500
2050
$1M ﹤0.01%
49,757
-23,591