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
1076
$5.05M ﹤0.01%
36,009
+17,075
1077
$5.04M ﹤0.01%
179,418
-64,011
1078
$5.04M ﹤0.01%
112,456
+3,445
1079
$5.04M ﹤0.01%
275,337
+59,411
1080
$5.04M ﹤0.01%
34,586
+22,080
1081
$5.02M ﹤0.01%
78,000
1082
$5.01M ﹤0.01%
39,898
+28,750
1083
$5.01M ﹤0.01%
544,890
+496,046
1084
$5M ﹤0.01%
108,770
+19,203
1085
$5M ﹤0.01%
33,063
-805
1086
$4.99M ﹤0.01%
63,321
+36,034
1087
$4.98M ﹤0.01%
35,258
+2,096
1088
$4.97M ﹤0.01%
67,400
1089
$4.95M ﹤0.01%
37,382
-1,037
1090
$4.94M ﹤0.01%
100,580
-5,072
1091
$4.94M ﹤0.01%
405,081
+94,155
1092
$4.94M ﹤0.01%
45,393
+45,327
1093
$4.91M ﹤0.01%
47,355
+7,403
1094
$4.91M ﹤0.01%
82,442
+43,431
1095
$4.9M ﹤0.01%
86,587
-85,484
1096
$4.9M ﹤0.01%
49,299
-1,300
1097
$4.89M ﹤0.01%
429,583
-91,806
1098
$4.89M ﹤0.01%
436,796
+183,718
1099
$4.88M ﹤0.01%
93,201
+1,795
1100
$4.85M ﹤0.01%
86,029
-5,059