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
2901
$233K ﹤0.01%
45,358
-6,831
2902
$233K ﹤0.01%
50,198
+2,645
2903
$232K ﹤0.01%
22,079
-70,791
2904
$232K ﹤0.01%
2,423
-1,524
2905
$231K ﹤0.01%
11,275
-2,731
2906
$231K ﹤0.01%
13,875
-91,512
2907
$230K ﹤0.01%
18,126
-13,952
2908
$228K ﹤0.01%
67,953
+15,133
2909
$226K ﹤0.01%
13,813
+6,478
2910
$226K ﹤0.01%
16,868
-27,623
2911
$225K ﹤0.01%
12,599
+368
2912
$225K ﹤0.01%
7,964
-2,405
2913
$225K ﹤0.01%
15,550
+4,082
2914
$222K ﹤0.01%
1,742
-9,039
2915
$220K ﹤0.01%
13,392
-2,537
2916
$220K ﹤0.01%
5,062
-1,386
2917
$220K ﹤0.01%
5,950
-3,520
2918
$220K ﹤0.01%
14,287
-4,366
2919
$219K ﹤0.01%
1,590
-502
2920
$219K ﹤0.01%
23,514
-436
2921
$219K ﹤0.01%
7,165
+236
2922
$218K ﹤0.01%
14,513
-4,080
2923
$218K ﹤0.01%
7,327
-2,228
2924
$218K ﹤0.01%
11,521
-4,250
2925
$217K ﹤0.01%
12,181
-3,321