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
1051
$5.35M ﹤0.01%
116,269
-106,405
1052
$5.35M ﹤0.01%
500,000
1053
$5.32M ﹤0.01%
93,936
+22,262
1054
$5.32M ﹤0.01%
62,358
-10,906
1055
$5.3M ﹤0.01%
74,766
+45,669
1056
$5.3M ﹤0.01%
92,409
-5,296
1057
$5.3M ﹤0.01%
84,077
-44,705
1058
$5.28M ﹤0.01%
458,713
+271,770
1059
$5.22M ﹤0.01%
187,727
-67,607
1060
$5.21M ﹤0.01%
56,505
+459
1061
$5.21M ﹤0.01%
106,320
-129,394
1062
$5.19M ﹤0.01%
110,383
-104,342
1063
$5.19M ﹤0.01%
154,296
+147,594
1064
$5.19M ﹤0.01%
38,175
+9,055
1065
$5.19M ﹤0.01%
333,691
+52,389
1066
$5.16M ﹤0.01%
1,143,804
+622,521
1067
$5.16M ﹤0.01%
118,591
+3,624
1068
$5.15M ﹤0.01%
159,303
+154,904
1069
$5.12M ﹤0.01%
83,687
-124,794
1070
$5.12M ﹤0.01%
262,338
-168,609
1071
$5.1M ﹤0.01%
54,469
+16,493
1072
$5.08M ﹤0.01%
114,775
+6,223
1073
$5.08M ﹤0.01%
132,755
+27,648
1074
$5.08M ﹤0.01%
34,117
-68,143
1075
$5.06M ﹤0.01%
108,686
+30,347