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
2926
$217K ﹤0.01%
20,000
+14,333
2927
$216K ﹤0.01%
12,021
+11,631
2928
$215K ﹤0.01%
1,222
-375
2929
$214K ﹤0.01%
3,749
-845
2930
$213K ﹤0.01%
17,861
-3,280
2931
$211K ﹤0.01%
7,636
-972
2932
$211K ﹤0.01%
12,339
-3,851
2933
$210K ﹤0.01%
13,486
-4,761
2934
$210K ﹤0.01%
6,749
-1,169
2935
$210K ﹤0.01%
7,902
-1,784
2936
$210K ﹤0.01%
3,928
-27
2937
$209K ﹤0.01%
18,034
-4,973
2938
$209K ﹤0.01%
9,246
-1,146,096
2939
$208K ﹤0.01%
30,070
-5,949
2940
$208K ﹤0.01%
17,878
-4,060
2941
$208K ﹤0.01%
10,823
-3,643
2942
$206K ﹤0.01%
9,815
-4,699
2943
$206K ﹤0.01%
13,401
-2,282
2944
$206K ﹤0.01%
13,168
-4,869
2945
$206K ﹤0.01%
7,885
-2,861
2946
$206K ﹤0.01%
19,662
-4,780
2947
$206K ﹤0.01%
13,576
+9,462
2948
$205K ﹤0.01%
7,615
-2,344
2949
$205K ﹤0.01%
95,578
+20,162
2950
$205K ﹤0.01%
14,614
+1,043