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
3626
$37K ﹤0.01%
10,312
-3,213
3627
$37K ﹤0.01%
1,662
-2,060
3628
$37K ﹤0.01%
4,445
-1,375
3629
$37K ﹤0.01%
+2,258
3630
$36K ﹤0.01%
997
-500
3631
$36K ﹤0.01%
4
-1
3632
$36K ﹤0.01%
1,786
3633
$36K ﹤0.01%
1,900
-585
3634
$36K ﹤0.01%
1,810
-295
3635
$36K ﹤0.01%
3,355
-998
3636
$36K ﹤0.01%
3,928
+3,148
3637
$36K ﹤0.01%
3,681
-1,006
3638
$36K ﹤0.01%
6,762
-4,791
3639
$36K ﹤0.01%
3,396
+2,622
3640
$36K ﹤0.01%
25,575
-8,058
3641
$36K ﹤0.01%
8,624
-4,683
3642
$35K ﹤0.01%
5,331
-2,000
3643
$35K ﹤0.01%
59
-1,036
3644
$35K ﹤0.01%
110
-34
3645
$35K ﹤0.01%
29,219
-40,874
3646
$35K ﹤0.01%
466
-142
3647
$34K ﹤0.01%
3,648
-1,248
3648
$34K ﹤0.01%
1,440
-9,328
3649
$34K ﹤0.01%
6,394
-504
3650
$34K ﹤0.01%
15,037
+1,496