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
3376
$83K ﹤0.01%
2,317
-471
3377
$83K ﹤0.01%
5,109
+1,997
3378
$83K ﹤0.01%
3,760
-1,185
3379
$83K ﹤0.01%
6,582
-15,704
3380
$83K ﹤0.01%
4,868
-1,617
3381
$83K ﹤0.01%
1,742
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3382
$83K ﹤0.01%
3,802
-1,144
3383
$83K ﹤0.01%
2,493
-763
3384
$83K ﹤0.01%
2,874
-916
3385
$83K ﹤0.01%
2,486
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3386
$83K ﹤0.01%
10,388
-10,019
3387
$82K ﹤0.01%
1,477
-488
3388
$82K ﹤0.01%
22,912
-6,453
3389
$82K ﹤0.01%
4,714
-1,537
3390
$81K ﹤0.01%
5,040
+3,187
3391
$81K ﹤0.01%
16,388
+10,134
3392
$81K ﹤0.01%
2,690
-575
3393
$81K ﹤0.01%
65,434
-34,159
3394
$80K ﹤0.01%
4,853
-1,440
3395
$80K ﹤0.01%
10,914
-20,467
3396
$79K ﹤0.01%
5,370
-1,502
3397
$79K ﹤0.01%
18,660
-1,902
3398
$79K ﹤0.01%
4,066
+3,999
3399
$79K ﹤0.01%
987
+264
3400
$79K ﹤0.01%
27,888
-8,585