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
26
$436M 0.27%
1,144,769
-242,966
27
$429M 0.27%
3,452,807
-2,813,274
28
$429M 0.27%
8,498,447
-5,548,925
29
$427M 0.27%
7,069,784
-1,876,402
30
$418M 0.26%
8,462,573
-5,306,824
31
$412M 0.26%
6,319,799
+2,213,267
32
$411M 0.26%
4,134,829
+310,027
33
$394M 0.25%
4,903,342
+102,310
34
$386M 0.24%
1,663,254
-322,483
35
$380M 0.24%
9,237,081
+6,424,438
36
$373M 0.23%
12,797,769
-3,132,997
37
$372M 0.23%
2,851,493
-851,118
38
$366M 0.23%
7,585,492
+550,525
39
$353M 0.22%
+3,300,000
40
$351M 0.22%
6,447,073
-3,931,774
41
$350M 0.22%
6,794,583
-774,497
42
$347M 0.22%
26,543,451
-4,479,930
43
$341M 0.21%
2,036,530
-816,566
44
$337M 0.21%
3,099,956
-840,657
45
$335M 0.21%
1,250,109
+133,715
46
$333M 0.21%
2,394,234
-586,365
47
$330M 0.21%
8,063,375
+2,971,210
48
$326M 0.2%
7,236,618
-2,133,046
49
$321M 0.2%
4,642,520
-64,445
50
$315M 0.2%
3,169,629
+3,011,766