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
1326
$3.37M ﹤0.01%
20,051
+1,253
1327
$3.37M ﹤0.01%
88,185
+10,494
1328
$3.36M ﹤0.01%
47,074
+63
1329
$3.35M ﹤0.01%
36,819
-5,851
1330
$3.35M ﹤0.01%
150,593
-49,749
1331
$3.35M ﹤0.01%
70,717
+13,634
1332
$3.34M ﹤0.01%
110,144
+38,318
1333
$3.34M ﹤0.01%
145,941
+6,172
1334
$3.34M ﹤0.01%
325,255
-7,953
1335
$3.33M ﹤0.01%
69,964
+48,911
1336
$3.33M ﹤0.01%
51,832
-13,885
1337
$3.33M ﹤0.01%
13,400
+3,984
1338
$3.33M ﹤0.01%
164,388
+50,551
1339
$3.31M ﹤0.01%
172,929
-15,401
1340
$3.3M ﹤0.01%
44,267
-23,369
1341
$3.3M ﹤0.01%
14,512
-6,795
1342
$3.3M ﹤0.01%
297,131
-28,216
1343
$3.28M ﹤0.01%
189,403
-18,066
1344
$3.28M ﹤0.01%
13,509
-80,656
1345
$3.28M ﹤0.01%
249,003
1346
$3.28M ﹤0.01%
163,542
+163,509
1347
$3.27M ﹤0.01%
156,800
+18,156
1348
$3.27M ﹤0.01%
300,821
-142,014
1349
$3.26M ﹤0.01%
52,396
-8,705
1350
$3.26M ﹤0.01%
101,421
+16,542