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
1151
$4.48M ﹤0.01%
35,530
-5,238
1152
$4.47M ﹤0.01%
797,270
+612,765
1153
$4.47M ﹤0.01%
127,622
-92,489
1154
$4.46M ﹤0.01%
39,656
-18,520
1155
$4.46M ﹤0.01%
83,892
+20,821
1156
$4.45M ﹤0.01%
114,681
-19,721
1157
$4.44M ﹤0.01%
473,711
+461,882
1158
$4.44M ﹤0.01%
243,704
-19,628
1159
$4.44M ﹤0.01%
66,482
+23,979
1160
$4.43M ﹤0.01%
56,099
+7,278
1161
$4.42M ﹤0.01%
86,464
-16,321
1162
$4.42M ﹤0.01%
23,014
+1,929
1163
$4.41M ﹤0.01%
22,627
-2,627
1164
$4.41M ﹤0.01%
41,604
-5,833
1165
$4.41M ﹤0.01%
193,393
+63,363
1166
$4.39M ﹤0.01%
136,600
+16,571
1167
$4.38M ﹤0.01%
306,299
-56,291
1168
$4.37M ﹤0.01%
181,965
-17,347
1169
$4.34M ﹤0.01%
106,452
-19,545
1170
$4.34M ﹤0.01%
50,000
1171
$4.32M ﹤0.01%
188,272
+93,239
1172
$4.32M ﹤0.01%
66
+63
1173
$4.31M ﹤0.01%
66,908
+66,742
1174
$4.3M ﹤0.01%
192,027
-47,409
1175
$4.26M ﹤0.01%
130,826
-8,032