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
$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
2501
$544K ﹤0.01%
9,810
-2,580
2502
$542K ﹤0.01%
3,000
-477
2503
$541K ﹤0.01%
158,454
-176,996
2504
$541K ﹤0.01%
22,264
+4,900
2505
$539K ﹤0.01%
64,762
-38,437
2506
$538K ﹤0.01%
6,583
-2,031
2507
$538K ﹤0.01%
2,033
-973
2508
$537K ﹤0.01%
56,509
-4,631
2509
$536K ﹤0.01%
46,777
+45,976
2510
$535K ﹤0.01%
61,916
+21,082
2511
$535K ﹤0.01%
45,094
-13,712
2512
$532K ﹤0.01%
22,361
-11,165
2513
$529K ﹤0.01%
18,768
+2,475
2514
$528K ﹤0.01%
70,339
-6,380
2515
$527K ﹤0.01%
14,250
-3,095
2516
$526K ﹤0.01%
1,491
-1,976
2517
$523K ﹤0.01%
29,677
+3,552
2518
$523K ﹤0.01%
11,473
-13,460
2519
$523K ﹤0.01%
19,198
-10,667
2520
$522K ﹤0.01%
20,953
+943
2521
$521K ﹤0.01%
18,374
-16,333
2522
$519K ﹤0.01%
49,606
+49,172
2523
$516K ﹤0.01%
7,926
-4,445
2524
$514K ﹤0.01%
7,906
-2,440
2525
$514K ﹤0.01%
41,834
-14,500