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
3126
$137K ﹤0.01%
13,234
-4,071
3127
$136K ﹤0.01%
11,341
-4,178
3128
$136K ﹤0.01%
11,691
-3,681
3129
$136K ﹤0.01%
4,551
-1,717
3130
$136K ﹤0.01%
1,560
3131
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3132
$135K ﹤0.01%
4,554
+4,400
3133
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1,839
-1,643
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$135K ﹤0.01%
13,524
-4,460
3135
$135K ﹤0.01%
6,458
-2,008
3136
$134K ﹤0.01%
+5,144
3137
$134K ﹤0.01%
15,768
-21,428
3138
$134K ﹤0.01%
14,354
-1,202
3139
$134K ﹤0.01%
10,098
-1,118
3140
$134K ﹤0.01%
2,181
-1,443
3141
$133K ﹤0.01%
4,442
-1,437
3142
$133K ﹤0.01%
13,539
-3,651
3143
$133K ﹤0.01%
10,228
-4,955
3144
$132K ﹤0.01%
1,785
-658
3145
$132K ﹤0.01%
16,236
+7,617
3146
$132K ﹤0.01%
3,415
-1,042
3147
$132K ﹤0.01%
5,000
3148
$132K ﹤0.01%
43,510
-33,219
3149
$132K ﹤0.01%
12,341
-3,763
3150
$131K ﹤0.01%
2,308
+1,275