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
3226
$114K ﹤0.01%
16,153
-4,126
3227
$114K ﹤0.01%
7,713
-792
3228
$113K ﹤0.01%
3,994
-1,169
3229
$113K ﹤0.01%
24,033
-7,459
3230
$113K ﹤0.01%
6,208
-1,713
3231
$113K ﹤0.01%
8,500
-3,147
3232
$113K ﹤0.01%
5,352
+2,509
3233
$112K ﹤0.01%
7,043
-2,174
3234
$112K ﹤0.01%
6,336
-1,967
3235
$112K ﹤0.01%
13,066
-3,193
3236
$111K ﹤0.01%
696
-217
3237
$111K ﹤0.01%
42,444
-434,377
3238
$111K ﹤0.01%
3,816
-1,188
3239
$111K ﹤0.01%
14,944
-2,881
3240
$111K ﹤0.01%
21,527
-6,710
3241
$111K ﹤0.01%
4,185
-1,305
3242
$111K ﹤0.01%
9,838
-2,827
3243
$111K ﹤0.01%
6,628
-1,967
3244
$111K ﹤0.01%
7,070
-78
3245
$111K ﹤0.01%
5,219
-1,494
3246
$111K ﹤0.01%
810
-4,735
3247
$110K ﹤0.01%
3,389
-77,532
3248
$110K ﹤0.01%
2,284
-1,031
3249
$110K ﹤0.01%
7,868
-2,497
3250
$110K ﹤0.01%
5,659
-1,132