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
2751
$324K ﹤0.01%
21,272
+1,742
2752
$321K ﹤0.01%
21,836
+19,709
2753
$321K ﹤0.01%
22,342
-3,454
2754
$321K ﹤0.01%
31,777
-801
2755
$320K ﹤0.01%
12,253
-31,897
2756
$319K ﹤0.01%
52,673
-1,210
2757
$319K ﹤0.01%
33,617
+15,095
2758
$317K ﹤0.01%
15,443
-16,405
2759
$317K ﹤0.01%
23,062
+939
2760
$317K ﹤0.01%
9,874
-3,077
2761
$315K ﹤0.01%
8,001
+1
2762
$313K ﹤0.01%
7,419
-4,283
2763
$312K ﹤0.01%
1
2764
$312K ﹤0.01%
1,163
-355
2765
$312K ﹤0.01%
22,126
-1,776
2766
$310K ﹤0.01%
992
-1,337
2767
$310K ﹤0.01%
25,355
+566
2768
$309K ﹤0.01%
+55,047
2769
$308K ﹤0.01%
14,952
+3,998
2770
$307K ﹤0.01%
93,557
-7,910
2771
$307K ﹤0.01%
25,799
-4,138
2772
$306K ﹤0.01%
29,355
-73,822
2773
$305K ﹤0.01%
10,987
-875
2774
$305K ﹤0.01%
17,144
+6,692
2775
$305K ﹤0.01%
7,382
+5,382