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
2551
$482K ﹤0.01%
23,459
+6,647
2552
$481K ﹤0.01%
39,195
+11,548
2553
$478K ﹤0.01%
5,435
-5,664
2554
$478K ﹤0.01%
64,252
-5,416
2555
$477K ﹤0.01%
9,169
-39,779
2556
$477K ﹤0.01%
96
+80
2557
$475K ﹤0.01%
65,476
-81,790
2558
$473K ﹤0.01%
25,794
+11,247
2559
$472K ﹤0.01%
21,687
-10,816
2560
$472K ﹤0.01%
8,721
-8,757
2561
$471K ﹤0.01%
36,283
-5,220
2562
$470K ﹤0.01%
45,003
+11,355
2563
$467K ﹤0.01%
118,988
-10,615
2564
$467K ﹤0.01%
5,000
2565
$467K ﹤0.01%
28,896
-5,988
2566
$465K ﹤0.01%
31,234
-19,892
2567
$465K ﹤0.01%
70,053
-179,512
2568
$464K ﹤0.01%
8,339
+7,002
2569
$461K ﹤0.01%
36,886
+6,270
2570
$461K ﹤0.01%
32,586
+5,416
2571
$460K ﹤0.01%
517,216
+85,201
2572
$459K ﹤0.01%
17,000
2573
$459K ﹤0.01%
14,764
-4,360
2574
$459K ﹤0.01%
6,666
-1,863
2575
$455K ﹤0.01%
119,616
-37,546