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
1301
$3.47M ﹤0.01%
60,574
+12,807
1302
$3.47M ﹤0.01%
119,192
-309,628
1303
$3.47M ﹤0.01%
91,108
-9,184
1304
$3.47M ﹤0.01%
179,273
+44,689
1305
$3.47M ﹤0.01%
212,036
+52,751
1306
$3.46M ﹤0.01%
22,574
-11,079
1307
$3.45M ﹤0.01%
998,012
-148,151
1308
$3.45M ﹤0.01%
42,146
-32,753
1309
$3.44M ﹤0.01%
233,569
-44,995
1310
$3.44M ﹤0.01%
84,000
+4,000
1311
$3.44M ﹤0.01%
66,502
+18,389
1312
$3.44M ﹤0.01%
70,963
-8,752
1313
$3.43M ﹤0.01%
200,507
+162
1314
$3.43M ﹤0.01%
197,680
-175,980
1315
$3.41M ﹤0.01%
101,500
+16,043
1316
$3.41M ﹤0.01%
107,517
+16,683
1317
$3.4M ﹤0.01%
73,856
-53,400
1318
$3.4M ﹤0.01%
159,219
+74,432
1319
$3.39M ﹤0.01%
42,982
+903
1320
$3.39M ﹤0.01%
82,943
-59,551
1321
$3.39M ﹤0.01%
81,802
+59,953
1322
$3.38M ﹤0.01%
255,253
+116,027
1323
$3.38M ﹤0.01%
16,732
+8,670
1324
$3.38M ﹤0.01%
24,699
-2,526
1325
$3.37M ﹤0.01%
102,489
-17,924