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
3276
$103K ﹤0.01%
13,181
+111
3277
$103K ﹤0.01%
8,554
-3,958
3278
$102K ﹤0.01%
4,222
-1,343
3279
$102K ﹤0.01%
2,650
-70
3280
$102K ﹤0.01%
5,026
-1,564
3281
$102K ﹤0.01%
3,350
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3282
$102K ﹤0.01%
3,393
-1,052
3283
$101K ﹤0.01%
12,965
-8,382
3284
$101K ﹤0.01%
5,082
-1,386
3285
$101K ﹤0.01%
3,428
-686
3286
$101K ﹤0.01%
19,374
-11,728
3287
$101K ﹤0.01%
652
-1,479
3288
$101K ﹤0.01%
18,378
-5,632
3289
$101K ﹤0.01%
22,759
-7,800
3290
$100K ﹤0.01%
8,529
-1,655
3291
$100K ﹤0.01%
9,628
-2,881
3292
$100K ﹤0.01%
15,103
-1,776
3293
$99K ﹤0.01%
6,450
-1,961
3294
$99K ﹤0.01%
15,670
-3,357
3295
$99K ﹤0.01%
2,244
+244
3296
$99K ﹤0.01%
+4,409
3297
$98K ﹤0.01%
4,700
3298
$98K ﹤0.01%
4,931
-1,422
3299
$98K ﹤0.01%
11,419
+264
3300
$98K ﹤0.01%
5,300