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
1126
$4.62M ﹤0.01%
91,457
-2,694
1127
$4.62M ﹤0.01%
156,765
+40,910
1128
$4.61M ﹤0.01%
262,310
-95,423
1129
$4.61M ﹤0.01%
277,818
-99,039
1130
$4.61M ﹤0.01%
68,017
+9,353
1131
$4.6M ﹤0.01%
147,415
-7,872
1132
$4.6M ﹤0.01%
128,315
-29,971
1133
$4.6M ﹤0.01%
162,475
-9,298
1134
$4.59M ﹤0.01%
66,300
-103,560
1135
$4.59M ﹤0.01%
75,238
+10,922
1136
$4.58M ﹤0.01%
79,741
-12,018
1137
$4.56M ﹤0.01%
65,289
-712
1138
$4.55M ﹤0.01%
47,851
-3,111
1139
$4.54M ﹤0.01%
178,793
+6,007
1140
$4.54M ﹤0.01%
38,106
+668
1141
$4.53M ﹤0.01%
191,536
+140,336
1142
$4.52M ﹤0.01%
80,277
+15,610
1143
$4.52M ﹤0.01%
+170,865
1144
$4.52M ﹤0.01%
399,388
+271,831
1145
$4.51M ﹤0.01%
336,165
+113,234
1146
$4.51M ﹤0.01%
234,308
+82,200
1147
$4.5M ﹤0.01%
164,505
-83,342
1148
$4.5M ﹤0.01%
202,870
+109,245
1149
$4.49M ﹤0.01%
260,765
-7,638
1150
$4.48M ﹤0.01%
114,283
-542,326