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
2801
$289K ﹤0.01%
9,962
-314
2802
$289K ﹤0.01%
9,985
-3,096
2803
$288K ﹤0.01%
5,827
-1,384
2804
$288K ﹤0.01%
10,246
-34
2805
$287K ﹤0.01%
2,689
-779
2806
$287K ﹤0.01%
33,874
-81,180
2807
$287K ﹤0.01%
11,009
-3,292
2808
$287K ﹤0.01%
7,565
-2,254
2809
$287K ﹤0.01%
47,286
-23,930
2810
$286K ﹤0.01%
6,576
-1,366
2811
$286K ﹤0.01%
8,830
-2,561
2812
$284K ﹤0.01%
18,702
-64,794
2813
$284K ﹤0.01%
10,410
-3,103
2814
$284K ﹤0.01%
58,018
-8,682
2815
$282K ﹤0.01%
3,732
+66
2816
$280K ﹤0.01%
24,408
+2,108
2817
$280K ﹤0.01%
13,853
-4,135
2818
$279K ﹤0.01%
6,637
-8,959
2819
$279K ﹤0.01%
6,392
-1,934
2820
$279K ﹤0.01%
41,690
-11,792
2821
$279K ﹤0.01%
100,500
-595,117
2822
$277K ﹤0.01%
18,589
-13,241
2823
$277K ﹤0.01%
4,157
-1,298
2824
$276K ﹤0.01%
22,509
-38,270
2825
$274K ﹤0.01%
17,167
+40