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
3101
$143K ﹤0.01%
19,294
+3,432
3102
$143K ﹤0.01%
5,598
-1,780
3103
$143K ﹤0.01%
+1,900
3104
$143K ﹤0.01%
590
-171
3105
$142K ﹤0.01%
6,427
-1,546
3106
$142K ﹤0.01%
7,711
-2,424
3107
$142K ﹤0.01%
464
-123
3108
$142K ﹤0.01%
1,880
+1,500
3109
$142K ﹤0.01%
21,721
-46,636
3110
$141K ﹤0.01%
3,552
-1,091
3111
$140K ﹤0.01%
3,361
-4,164
3112
$140K ﹤0.01%
15,568
-154,302
3113
$140K ﹤0.01%
7,382
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3114
$139K ﹤0.01%
3,057
-955
3115
$139K ﹤0.01%
4,879
-305
3116
$139K ﹤0.01%
19,286
+7,282
3117
$139K ﹤0.01%
58,563
-20,084
3118
$139K ﹤0.01%
15,747
+1,585
3119
$138K ﹤0.01%
261
-3,054
3120
$138K ﹤0.01%
11,269
-2,453
3121
$138K ﹤0.01%
3,750
3122
$138K ﹤0.01%
71,302
+10,612
3123
$137K ﹤0.01%
14,074
-3,701
3124
$137K ﹤0.01%
12,514
-3,748
3125
$137K ﹤0.01%
4,870
-1,496