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
901
$7.49M ﹤0.01%
288,146
+236,647
902
$7.48M ﹤0.01%
158,209
-24,678
903
$7.47M ﹤0.01%
434,212
+128,577
904
$7.46M ﹤0.01%
118,125
-253,066
905
$7.42M ﹤0.01%
1,193,218
-457,818
906
$7.42M ﹤0.01%
202,218
+150,587
907
$7.41M ﹤0.01%
456,705
+84,924
908
$7.37M ﹤0.01%
220,894
+28,200
909
$7.35M ﹤0.01%
993,745
-283,772
910
$7.35M ﹤0.01%
163,272
+159,072
911
$7.34M ﹤0.01%
94,633
+61,207
912
$7.33M ﹤0.01%
336,335
-129,736
913
$7.31M ﹤0.01%
845,794
+817,432
914
$7.28M ﹤0.01%
23,995
-16,926
915
$7.26M ﹤0.01%
240,938
-316,543
916
$7.25M ﹤0.01%
80,672
-13,099
917
$7.23M ﹤0.01%
255,994
-3,294
918
$7.23M ﹤0.01%
233,452
+133,859
919
$7.23M ﹤0.01%
482,366
+412,342
920
$7.22M ﹤0.01%
169,053
+154,701
921
$7.18M ﹤0.01%
382,840
-72,260
922
$7.17M ﹤0.01%
123,072
-22,791
923
$7.13M ﹤0.01%
1,131,829
+724,905
924
$7.1M ﹤0.01%
161,212
+66,301
925
$7.09M ﹤0.01%
197,914
+85,118