Barclays

Barclays Portfolio holdings

AUM $252B
1-Year Est. Return 13.82%
 

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
+13.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.9B
AUM Growth
-$10.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,763
New
Increased
Reduced
Closed

Top Buys

1 +$601M
2 +$478M
3 +$353M
4
IBB icon
iShares Biotechnology ETF
IBB
+$300M
5
BPL
Buckeye Partners, L.P.
BPL
+$264M

Sector Composition

1 Technology 15.81%
2 Healthcare 11.73%
3 Financials 9.49%
4 Consumer Discretionary 9.24%
5 Communication Services 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$73.8M 0.05%
3,578,827
-232,702
227
$73.4M 0.05%
647,297
+106,179
228
$73.4M 0.05%
3,177,219
-511,104
229
$73.4M 0.05%
7,665,639
+1,312,810
230
$72.9M 0.05%
500,768
-29,777
231
$72.9M 0.05%
2,313,924
+418,533
232
$72.8M 0.05%
1,364,490
-926,122
233
$72.8M 0.05%
378,218
+314,319
234
$72.6M 0.05%
851,762
-7,671
235
$72.2M 0.05%
825,817
+157,712
236
$72M 0.05%
453,160
+201,465
237
$71.7M 0.04%
423,481
+65,385
238
$71.5M 0.04%
1,240,994
+223,225
239
$71.5M 0.04%
3,777,553
+490,711
240
$71.4M 0.04%
697,535
-343,982
241
$70.7M 0.04%
587,060
-241,348
242
$70.2M 0.04%
2,506,190
-1,364,110
243
$69.8M 0.04%
561,871
+132,957
244
$67.3M 0.04%
374,357
+17,572
245
$67.2M 0.04%
274,258
-81,036
246
$66.9M 0.04%
150,189
-27,220
247
$66.4M 0.04%
1,093,190
-169,296
248
$66.3M 0.04%
644,951
+107,640
249
$66.2M 0.04%
1,501,191
-647
250
$66.2M 0.04%
709,403
+664,471