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
2526
$514K ﹤0.01%
9,948
-52,600
2527
$512K ﹤0.01%
38,216
-1,565
2528
$512K ﹤0.01%
40,118
+9,972
2529
$509K ﹤0.01%
29,569
-1,828
2530
$508K ﹤0.01%
49,167
-1,396
2531
$506K ﹤0.01%
22,497
-102,541
2532
$501K ﹤0.01%
22,167
-7,441
2533
$500K ﹤0.01%
31,975
+22,832
2534
$498K ﹤0.01%
19,990
-21,894
2535
$498K ﹤0.01%
17,990
+6,507
2536
$497K ﹤0.01%
28,556
+7,414
2537
$492K ﹤0.01%
46,055
+44,043
2538
$491K ﹤0.01%
75,864
-2,546
2539
$491K ﹤0.01%
315,014
+46,904
2540
$491K ﹤0.01%
79,875
-63,441
2541
$488K ﹤0.01%
379,001
+20,785
2542
$487K ﹤0.01%
42,246
-24,818
2543
$486K ﹤0.01%
12,164
+6,678
2544
$485K ﹤0.01%
9,896
-44,084
2545
$485K ﹤0.01%
7,631
-2,083
2546
$485K ﹤0.01%
144,851
+20,830
2547
$484K ﹤0.01%
29,553
-851
2548
$483K ﹤0.01%
142,598
+79,817
2549
$482K ﹤0.01%
14,891
+4,637
2550
$482K ﹤0.01%
17,456
+6,000