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
2651
$388K ﹤0.01%
28,560
-3,778
2652
$388K ﹤0.01%
35,388
+10,220
2653
$387K ﹤0.01%
9,890
-384
2654
$387K ﹤0.01%
26,971
-8,011
2655
$386K ﹤0.01%
16,347
-987
2656
$386K ﹤0.01%
17,586
-769
2657
$384K ﹤0.01%
16,136
-13,356
2658
$383K ﹤0.01%
4,448
-593
2659
$383K ﹤0.01%
23,856
-13,600
2660
$383K ﹤0.01%
10,782
-3,145
2661
$381K ﹤0.01%
22,730
+1,653
2662
$381K ﹤0.01%
29,867
-2,904
2663
$381K ﹤0.01%
6,594
-1,160
2664
$381K ﹤0.01%
13,638
-32,686
2665
$378K ﹤0.01%
23,634
-1,573
2666
$377K ﹤0.01%
36,655
-5,019
2667
$377K ﹤0.01%
60,984
-42,918
2668
$376K ﹤0.01%
9,561
+447
2669
$376K ﹤0.01%
70,260
+69,593
2670
$376K ﹤0.01%
104,783
-17,727
2671
$375K ﹤0.01%
48,013
-9,127
2672
$374K ﹤0.01%
14,635
-4,506
2673
$373K ﹤0.01%
19,442
-85,890
2674
$372K ﹤0.01%
12,649
-16,474
2675
$372K ﹤0.01%
19,936
+12,043