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
751
$10.6M 0.01%
282,207
-42,370
752
$10.6M 0.01%
132,351
-187,070
753
$10.5M 0.01%
236,000
-236,000
754
$10.5M 0.01%
132,566
-4,048
755
$10.4M 0.01%
87,610
-42,354
756
$10.4M 0.01%
492,073
-11,862
757
$10.4M 0.01%
34,785
-92,117
758
$10.4M 0.01%
117,988
+56,771
759
$10.3M 0.01%
542,205
-120,075
760
$10.3M 0.01%
385,878
-178,326
761
$10.3M 0.01%
768,601
-115,445
762
$10.2M 0.01%
232,607
+3,008
763
$10.2M 0.01%
183,174
-229,342
764
$10.2M 0.01%
151,846
+72,125
765
$10.2M 0.01%
254,100
+15,392
766
$10.2M 0.01%
239,486
-35,961
767
$10.2M 0.01%
99,525
-21,253
768
$10.2M 0.01%
664,424
-172,527
769
$10.2M 0.01%
1,289,478
-296,842
770
$10.2M 0.01%
262,331
+203,573
771
$10.2M 0.01%
681,342
+651,296
772
$10.1M 0.01%
101,595
+75,616
773
$10.1M 0.01%
328,870
+184,643
774
$10.1M 0.01%
280,628
+170,066
775
$10.1M 0.01%
272,110
-41,640