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
526
$22M 0.01%
195,664
+56,906
527
$22M 0.01%
1,884,191
-171,438
528
$21.9M 0.01%
204,549
-23,366
529
$21.9M 0.01%
87,315
-14,809
530
$21.8M 0.01%
265,113
-23,129
531
$21.8M 0.01%
596,374
-444,316
532
$21.8M 0.01%
383,273
-53,077
533
$21.8M 0.01%
102,826
-32,153
534
$21.8M 0.01%
1,081,242
+419,975
535
$21.8M 0.01%
274,749
-74,365
536
$21.5M 0.01%
644,500
-644,500
537
$21.3M 0.01%
159,504
+42,063
538
$21.2M 0.01%
766,152
-106,228
539
$21.2M 0.01%
516,017
+393,367
540
$21.2M 0.01%
97,159
-91,518
541
$21.1M 0.01%
369,241
-196,155
542
$21.1M 0.01%
318,496
-10,471
543
$21M 0.01%
486,927
+53,555
544
$21M 0.01%
132,329
-803
545
$20.9M 0.01%
190,373
-121,938
546
$20.9M 0.01%
100,234
-21,326
547
$20.9M 0.01%
447,967
+56,499
548
$20.8M 0.01%
424,566
-22,404
549
$20.8M 0.01%
241,690
+170,042
550
$20.7M 0.01%
763,367
-821,600