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
2626
$409K ﹤0.01%
7,757
-1,374
2627
$409K ﹤0.01%
79,418
-18,936
2628
$407K ﹤0.01%
15,514
-419,582
2629
$407K ﹤0.01%
16,386
-2,884
2630
$407K ﹤0.01%
20,478
+3,248
2631
$404K ﹤0.01%
66,729
+11,330
2632
$403K ﹤0.01%
69,327
-9,896
2633
$401K ﹤0.01%
13,734
-2,531
2634
$401K ﹤0.01%
28,916
-377
2635
$400K ﹤0.01%
3,135
+1,960
2636
$400K ﹤0.01%
11,495
-18,406
2637
$399K ﹤0.01%
17,009
+3,312
2638
$398K ﹤0.01%
37,522
-224,364
2639
$397K ﹤0.01%
25,462
-21,437
2640
$396K ﹤0.01%
4,826
-1,992
2641
$395K ﹤0.01%
39,036
-10,195
2642
$394K ﹤0.01%
41,068
-1,525
2643
$394K ﹤0.01%
13,051
-1,837
2644
$392K ﹤0.01%
22,429
+5,144
2645
$392K ﹤0.01%
19,110
-5,004
2646
$392K ﹤0.01%
20,950
+4,038
2647
$391K ﹤0.01%
27,933
+1,259
2648
$391K ﹤0.01%
18,083
-2,207
2649
$391K ﹤0.01%
49,802
+6,984
2650
$389K ﹤0.01%
14,411
+945