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
2876
$246K ﹤0.01%
10,407
-3,256
2877
$246K ﹤0.01%
122,770
-19,957
2878
$244K ﹤0.01%
117,434
-46,645
2879
$244K ﹤0.01%
68,340
+19,205
2880
$244K ﹤0.01%
8,075
-2,223
2881
$244K ﹤0.01%
14,620
-35,660
2882
$243K ﹤0.01%
12,207
-2,173,686
2883
$243K ﹤0.01%
13,790
+9,719
2884
$243K ﹤0.01%
20,075
-429,925
2885
$241K ﹤0.01%
81,867
+38,367
2886
$241K ﹤0.01%
11,937
+4,070
2887
$240K ﹤0.01%
11,277
-3,464
2888
$240K ﹤0.01%
15,591
+7,568
2889
$239K ﹤0.01%
9,929
-76,794
2890
$239K ﹤0.01%
38,613
+7,615
2891
$238K ﹤0.01%
16,578
-705
2892
$238K ﹤0.01%
10,376
+2,659
2893
$237K ﹤0.01%
13,052
-3,894
2894
$237K ﹤0.01%
23,400
-25,666
2895
$237K ﹤0.01%
9,954
-2,172
2896
$236K ﹤0.01%
9,109
+1,632
2897
$236K ﹤0.01%
9,050
-545
2898
$235K ﹤0.01%
7,774
-3,567
2899
$234K ﹤0.01%
34,020
-28,509
2900
$234K ﹤0.01%
21,823
+11,423