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
3601
$43K ﹤0.01%
9,906
-2,808
3602
$43K ﹤0.01%
1,987
+1,985
3603
$43K ﹤0.01%
17,605
-1,692,527
3604
$43K ﹤0.01%
17,962
-3,651
3605
$42K ﹤0.01%
3,164
-3,989
3606
$42K ﹤0.01%
+1,700
3607
$42K ﹤0.01%
21,101
-6,579
3608
$41K ﹤0.01%
+1,985
3609
$41K ﹤0.01%
341
-109
3610
$41K ﹤0.01%
4,062
-1,267
3611
$40K ﹤0.01%
3,195
+3,150
3612
$40K ﹤0.01%
554
-392
3613
$39K ﹤0.01%
113
3614
$39K ﹤0.01%
765
3615
$39K ﹤0.01%
1,574
-4,384
3616
$38K ﹤0.01%
6,599
-7,958
3617
$38K ﹤0.01%
12,500
3618
$38K ﹤0.01%
1,080
-240
3619
$38K ﹤0.01%
+1
3620
$38K ﹤0.01%
205
-59
3621
$37K ﹤0.01%
10,937
-2,559
3622
$37K ﹤0.01%
1,439
-3,531
3623
$37K ﹤0.01%
4,003
+63
3624
$37K ﹤0.01%
6,910
-3,278
3625
$37K ﹤0.01%
1,819