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
1201
$4.01M ﹤0.01%
106,709
+105,643
1202
$4M ﹤0.01%
54,714
-870
1203
$4M ﹤0.01%
33,959
-466,078
1204
$4M ﹤0.01%
64,844
+5,447
1205
$4M ﹤0.01%
139,281
+84,499
1206
$4M ﹤0.01%
70,364
-94,786
1207
$3.98M ﹤0.01%
1,031,898
+1,031,897
1208
$3.97M ﹤0.01%
145,268
-38,377
1209
$3.96M ﹤0.01%
47,248
-3,221
1210
$3.96M ﹤0.01%
54,527
-1,940
1211
$3.95M ﹤0.01%
147,301
-23,555
1212
$3.95M ﹤0.01%
89,755
+59,530
1213
$3.94M ﹤0.01%
202,997
+52,207
1214
$3.94M ﹤0.01%
56,677
-15,310
1215
$3.93M ﹤0.01%
42,912
-10,048
1216
$3.92M ﹤0.01%
76,120
-34,588
1217
$3.92M ﹤0.01%
148,715
-53,466
1218
$3.91M ﹤0.01%
68,307
+13,640
1219
$3.9M ﹤0.01%
189,461
-47,304
1220
$3.89M ﹤0.01%
186,497
-156,806
1221
$3.89M ﹤0.01%
43,235
+109
1222
$3.88M ﹤0.01%
24,923
+13,584
1223
$3.87M ﹤0.01%
230,429
-125,539
1224
$3.87M ﹤0.01%
37,109
-17,401
1225
$3.86M ﹤0.01%
174,431
-71,589