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
2051
$1M ﹤0.01%
253,856
-7,631
2052
$1M ﹤0.01%
22,230
-485
2053
$1M ﹤0.01%
17,113
+14,357
2054
$997K ﹤0.01%
45,117
+8,601
2055
$997K ﹤0.01%
100,200
+200
2056
$996K ﹤0.01%
100,100
2057
$995K ﹤0.01%
100,000
2058
$994K ﹤0.01%
50,605
+46,563
2059
$993K ﹤0.01%
49
2060
$993K ﹤0.01%
100,000
2061
$991K ﹤0.01%
31,939
-1,568
2062
$989K ﹤0.01%
100,000
2063
$988K ﹤0.01%
12,674
+1,168
2064
$988K ﹤0.01%
6,735
+6,301
2065
$987K ﹤0.01%
34,491
-131,889
2066
$987K ﹤0.01%
97,190
2067
$986K ﹤0.01%
100,000
-46,794
2068
$982K ﹤0.01%
85,885
+42,919
2069
$981K ﹤0.01%
25,343
-2,040
2070
$981K ﹤0.01%
99,302
+81,044
2071
$980K ﹤0.01%
23,005
-738
2072
$979K ﹤0.01%
32,683
-25,529
2073
$979K ﹤0.01%
99,152
-65,302
2074
$979K ﹤0.01%
46,210
2075
$978K ﹤0.01%
42,365
-2,076