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
2776
$305K ﹤0.01%
95,654
+49,023
2777
$304K ﹤0.01%
7,313
-2,486
2778
$304K ﹤0.01%
19,095
-4,899
2779
$304K ﹤0.01%
81,065
+22,651
2780
$303K ﹤0.01%
7,790
-864
2781
$302K ﹤0.01%
4,057
-2,359
2782
$302K ﹤0.01%
13,966
-4,521
2783
$298K ﹤0.01%
74,711
+20,528
2784
$298K ﹤0.01%
13,689
+2,236
2785
$298K ﹤0.01%
6,442
-665
2786
$295K ﹤0.01%
19,314
-5,980
2787
$295K ﹤0.01%
12,970
-4,321
2788
$295K ﹤0.01%
9,287
-2,813
2789
$295K ﹤0.01%
89,202
+24,219
2790
$294K ﹤0.01%
13,703
-3,631
2791
$294K ﹤0.01%
6,138
-45,862
2792
$293K ﹤0.01%
4,937
-1,641
2793
$292K ﹤0.01%
56,186
-263,767
2794
$291K ﹤0.01%
25,999
-7,836
2795
$291K ﹤0.01%
8,460
+1,282
2796
$291K ﹤0.01%
22,508
-9,376
2797
$291K ﹤0.01%
16,072
+1,095
2798
$290K ﹤0.01%
22,640
-1,316
2799
$290K ﹤0.01%
42,615
-79,137
2800
$290K ﹤0.01%
21,677
-2,269