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
2951
$204K ﹤0.01%
8,791
-1,150
2952
$203K ﹤0.01%
22,213
-28,392
2953
$202K ﹤0.01%
4,647
-1,230
2954
$202K ﹤0.01%
10,000
-35,660
2955
$201K ﹤0.01%
3,349
-78,956
2956
$201K ﹤0.01%
27,180
-4,289
2957
$201K ﹤0.01%
+129
2958
$200K ﹤0.01%
+5,243
2959
$200K ﹤0.01%
16,922
-3,404
2960
$199K ﹤0.01%
20,020
-1,107
2961
$199K ﹤0.01%
11,501
-4,859
2962
$198K ﹤0.01%
68,093
-201,546
2963
$198K ﹤0.01%
4,570
+4,567
2964
$197K ﹤0.01%
35,243
+14,104
2965
$197K ﹤0.01%
14,402
-24,072
2966
$196K ﹤0.01%
26,519
-8,809
2967
$194K ﹤0.01%
2,941
-2,183
2968
$194K ﹤0.01%
11,701
-12,211
2969
$194K ﹤0.01%
30,864
-25,506
2970
$193K ﹤0.01%
7,772
-2,377
2971
$193K ﹤0.01%
5,447
-1,669
2972
$192K ﹤0.01%
8,042
-1,364
2973
$192K ﹤0.01%
1,750
2974
$192K ﹤0.01%
5,312
-146,751
2975
$192K ﹤0.01%
3,500