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
626
$15.7M 0.01%
481,048
-124
627
$15.7M 0.01%
149,148
+54,735
628
$15.7M 0.01%
208,479
-498,576
629
$15.7M 0.01%
394,500
-394,500
630
$15.6M 0.01%
232,164
-185,826
631
$15.6M 0.01%
321,439
+56,231
632
$15.5M 0.01%
137,762
+94,932
633
$15.5M 0.01%
1,266,277
+11,180
634
$15.4M 0.01%
1,299,815
+602,910
635
$15.4M 0.01%
404,263
+161,236
636
$15.3M 0.01%
207,961
+153,336
637
$15.3M 0.01%
131,072
+18,492
638
$15.2M 0.01%
758,169
+154,296
639
$15.2M 0.01%
179,355
-210,936
640
$15.1M 0.01%
566,725
+366,461
641
$15M 0.01%
373,427
-1,195,795
642
$15M 0.01%
310,345
-119,536
643
$15M 0.01%
335,662
-200,135
644
$15M 0.01%
645,807
-20,830
645
$14.7M 0.01%
457,415
-640,867
646
$14.7M 0.01%
206,929
-24,911
647
$14.7M 0.01%
552,481
-21,457
648
$14.6M 0.01%
312,184
-307,499
649
$14.6M 0.01%
119,006
+29,939
650
$14.6M 0.01%
116,083
+23,670