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
3026
$172K ﹤0.01%
7,144
-2,254
3027
$172K ﹤0.01%
5,270
-1,453
3028
$171K ﹤0.01%
6,851
+1,403
3029
$171K ﹤0.01%
56,197
-9,566
3030
$171K ﹤0.01%
1,008
-142
3031
$170K ﹤0.01%
2,399
+1,338
3032
$170K ﹤0.01%
5,212
-1,132
3033
$170K ﹤0.01%
621
-41
3034
$169K ﹤0.01%
7,784
-2,424
3035
$168K ﹤0.01%
9,887
-40,169
3036
$168K ﹤0.01%
7,159
-207,951
3037
$167K ﹤0.01%
46,300
-6,600
3038
$167K ﹤0.01%
20,998
-5,546
3039
$166K ﹤0.01%
16,503
+15,199
3040
$166K ﹤0.01%
15,905
+1,728
3041
$165K ﹤0.01%
6,421
-1,016
3042
$165K ﹤0.01%
22,692
+5,403
3043
$164K ﹤0.01%
13,544
+4,536
3044
$164K ﹤0.01%
2,913
-1,231
3045
$164K ﹤0.01%
21,035
-8,778
3046
$164K ﹤0.01%
8,181
-2,498
3047
$164K ﹤0.01%
65,000
-18,937
3048
$163K ﹤0.01%
12,511
-224
3049
$163K ﹤0.01%
2,451
-640
3050
$163K ﹤0.01%
8,246
-2,554