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
2451
$535K ﹤0.01%
18,626
-83
2452
$535K ﹤0.01%
41,379
-7,240
2453
$533K ﹤0.01%
107,871
-194,922
2454
$532K ﹤0.01%
37,096
+1,158
2455
$532K ﹤0.01%
13,110
+4,951
2456
$532K ﹤0.01%
+126,907
2457
$531K ﹤0.01%
34,141
-21,479
2458
$530K ﹤0.01%
83,973
-807
2459
$530K ﹤0.01%
13,951
-4,355
2460
$530K ﹤0.01%
28,915
-4,183
2461
$529K ﹤0.01%
18,800
+18,225
2462
$529K ﹤0.01%
57,220
+2,754
2463
$527K ﹤0.01%
7,341
-231,948
2464
$527K ﹤0.01%
33,130
2465
$526K ﹤0.01%
12,943
-7,774
2466
$526K ﹤0.01%
71,331
-665
2467
$523K ﹤0.01%
53,177
2468
$520K ﹤0.01%
15,605
+13,232
2469
$519K ﹤0.01%
8,457
-700
2470
$518K ﹤0.01%
18,466
+1,297
2471
$517K ﹤0.01%
52,498
2472
$517K ﹤0.01%
52,176
+2,176
2473
$516K ﹤0.01%
68,276
-5,767
2474
$513K ﹤0.01%
3,555
-1,003
2475
$513K ﹤0.01%
32,888
+26,702