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
1426
$2.94M ﹤0.01%
135,697
-62,095
1427
$2.93M ﹤0.01%
39,232
+14,541
1428
$2.92M ﹤0.01%
33,628
+22,180
1429
$2.92M ﹤0.01%
66,488
-8,805
1430
$2.92M ﹤0.01%
38,626
-2,209
1431
$2.92M ﹤0.01%
35,176
-32,654
1432
$2.92M ﹤0.01%
45,011
+36,154
1433
$2.91M ﹤0.01%
67,837
-25,960
1434
$2.91M ﹤0.01%
116,999
-14,453
1435
$2.91M ﹤0.01%
41,964
-9,048
1436
$2.91M ﹤0.01%
624,345
+108,094
1437
$2.9M ﹤0.01%
130,569
+42,237
1438
$2.9M ﹤0.01%
136,274
+34,906
1439
$2.9M ﹤0.01%
112,434
+49,998
1440
$2.89M ﹤0.01%
184,273
+93,842
1441
$2.88M ﹤0.01%
5,046
-472
1442
$2.88M ﹤0.01%
1,268,523
+843,997
1443
$2.88M ﹤0.01%
+312,140
1444
$2.87M ﹤0.01%
2,415
+1,929
1445
$2.87M ﹤0.01%
18,169
+3,118
1446
$2.87M ﹤0.01%
106,193
+85,522
1447
$2.87M ﹤0.01%
165,133
+68,758
1448
$2.87M ﹤0.01%
157,686
+52,560
1449
$2.87M ﹤0.01%
555,594
+267,982
1450
$2.86M ﹤0.01%
24,323
+3,480