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
1176
$4.25M ﹤0.01%
118,793
-6,951
1177
$4.24M ﹤0.01%
102,772
-53,468
1178
$4.24M ﹤0.01%
8,987
+6,781
1179
$4.23M ﹤0.01%
116,361
+1,550
1180
$4.23M ﹤0.01%
80,000
1181
$4.19M ﹤0.01%
126,979
+7,914
1182
$4.19M ﹤0.01%
64,012
+2,159
1183
$4.17M ﹤0.01%
81,463
+5,997
1184
$4.17M ﹤0.01%
90,126
+4,798
1185
$4.17M ﹤0.01%
204,817
+52,980
1186
$4.16M ﹤0.01%
109,844
-228,459
1187
$4.12M ﹤0.01%
1,401,023
+475,554
1188
$4.11M ﹤0.01%
802,752
+401,778
1189
$4.1M ﹤0.01%
47,026
-4,788
1190
$4.1M ﹤0.01%
193,962
+8,554
1191
$4.1M ﹤0.01%
41,584
-4,832
1192
$4.09M ﹤0.01%
44,505
+5,034
1193
$4.08M ﹤0.01%
140,131
-255,392
1194
$4.08M ﹤0.01%
361,547
+86,320
1195
$4.07M ﹤0.01%
46,609
-4,805
1196
$4.07M ﹤0.01%
208,207
-678,558
1197
$4.03M ﹤0.01%
111,028
-159,562
1198
$4.03M ﹤0.01%
334,670
-35,363
1199
$4.02M ﹤0.01%
156,059
-36,933
1200
$4.02M ﹤0.01%
100,648
+17,767