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
1226
$3.82M ﹤0.01%
+123,602
1227
$3.82M ﹤0.01%
217,617
+88,286
1228
$3.82M ﹤0.01%
270,000
-270,000
1229
$3.81M ﹤0.01%
175,000
1230
$3.81M ﹤0.01%
792,221
-141,901
1231
$3.81M ﹤0.01%
95,477
-1,954
1232
$3.8M ﹤0.01%
145,245
+13,354
1233
$3.8M ﹤0.01%
54,000
1234
$3.8M ﹤0.01%
172,312
-31,564
1235
$3.79M ﹤0.01%
213,879
+157,077
1236
$3.78M ﹤0.01%
121,982
+79,326
1237
$3.78M ﹤0.01%
71,268
+4,640
1238
$3.78M ﹤0.01%
81,594
+54,249
1239
$3.77M ﹤0.01%
126,339
-105,528
1240
$3.77M ﹤0.01%
80,279
+57,638
1241
$3.77M ﹤0.01%
103,713
-21,192
1242
$3.76M ﹤0.01%
3,300
+1,686
1243
$3.76M ﹤0.01%
58,120
+19,326
1244
$3.76M ﹤0.01%
350,161
+8,760
1245
$3.75M ﹤0.01%
304,798
-17,556
1246
$3.75M ﹤0.01%
1,858,791
+1,037,263
1247
$3.74M ﹤0.01%
50,277
-28,192
1248
$3.74M ﹤0.01%
210,905
-40,125
1249
$3.74M ﹤0.01%
82,660
+17,202
1250
$3.73M ﹤0.01%
49,668
-18,351