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
2826
$274K ﹤0.01%
842
-29
2827
$273K ﹤0.01%
+11,138
2828
$272K ﹤0.01%
9,695
+9,538
2829
$271K ﹤0.01%
8,726
-7,497
2830
$270K ﹤0.01%
8,243
-2,432
2831
$270K ﹤0.01%
15,739
+2,759
2832
$269K ﹤0.01%
6,348
-5,715
2833
$269K ﹤0.01%
125,030
-10,984
2834
$269K ﹤0.01%
9,608
-2,974
2835
$269K ﹤0.01%
3,597
-15,798
2836
$268K ﹤0.01%
25,197
-7,486
2837
$265K ﹤0.01%
6,555
2838
$264K ﹤0.01%
24,488
-9,896
2839
$263K ﹤0.01%
49,450
-12,743
2840
$262K ﹤0.01%
5,770
-1,448
2841
$262K ﹤0.01%
12,449
+604
2842
$262K ﹤0.01%
22,450
-52,158
2843
$260K ﹤0.01%
19,538
-5,706
2844
$260K ﹤0.01%
10,806
+7,874
2845
$259K ﹤0.01%
13,475
-5,045
2846
$259K ﹤0.01%
17,049
-4,630
2847
$259K ﹤0.01%
9,297
-3,098
2848
$259K ﹤0.01%
17,325
-71,738
2849
$258K ﹤0.01%
17,955
+2,753
2850
$256K ﹤0.01%
9,319
-947