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
3201
$120K ﹤0.01%
5,808
-14,054
3202
$119K ﹤0.01%
1,877
-597
3203
$119K ﹤0.01%
1,913
-474
3204
$119K ﹤0.01%
6,887
-763
3205
$119K ﹤0.01%
4,052
-913
3206
$119K ﹤0.01%
5,866
-1,885
3207
$119K ﹤0.01%
4,817
-637
3208
$118K ﹤0.01%
1,290
3209
$118K ﹤0.01%
2,667
3210
$117K ﹤0.01%
25,765
+22,965
3211
$117K ﹤0.01%
19,972
+2,150
3212
$117K ﹤0.01%
3,523
-1,090
3213
$117K ﹤0.01%
41,567
-96,524
3214
$116K ﹤0.01%
12,732
+3,006
3215
$116K ﹤0.01%
12,203
-4,454
3216
$116K ﹤0.01%
18,735
-714
3217
$116K ﹤0.01%
20,166
+1,970
3218
$115K ﹤0.01%
5,586
-2,359
3219
$115K ﹤0.01%
10,206
-3,172
3220
$114K ﹤0.01%
16,825
-9,100
3221
$114K ﹤0.01%
6,859
-3,791
3222
$114K ﹤0.01%
3,737
3223
$114K ﹤0.01%
28,707
-3,868
3224
$114K ﹤0.01%
5,207
-1,608
3225
$114K ﹤0.01%
2,899
-821