Barclays

Barclays Portfolio holdings

AUM $252B
1-Year Est. Return 13.82%
 

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
+13.82%
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
376
$36.8M 0.02%
1,314,702
-281,299
377
$36.8M 0.02%
520,020
-155,390
378
$36.6M 0.02%
2,500,600
+2,410,853
379
$36.3M 0.02%
319,748
+39,758
380
$36.2M 0.02%
423,345
-203,100
381
$36.1M 0.02%
510,307
382
$35.7M 0.02%
513,781
-542,637
383
$35.3M 0.02%
2,324,984
-253,304
384
$35.2M 0.02%
477,235
-106,913
385
$35.1M 0.02%
279,199
-54,015
386
$35M 0.02%
330,153
-44,250
387
$35M 0.02%
851,165
-650,975
388
$35M 0.02%
1,108,426
-76,091
389
$34.6M 0.02%
573,238
-692,918
390
$34.5M 0.02%
1,651,938
-752,302
391
$34.5M 0.02%
642,831
+331,468
392
$34.4M 0.02%
354,144
+55,091
393
$34.4M 0.02%
693,558
-100,328
394
$34.3M 0.02%
101,015
+42,708
395
$34.1M 0.02%
248,591
-15,168
396
$34M 0.02%
499,352
+6,960
397
$34M 0.02%
2,382,484
+648,110
398
$33.9M 0.02%
995,017
-553,664
399
$33.6M 0.02%
164,202
-99,685
400
$33.6M 0.02%
452,526
+82,402