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
1451
$2.86M ﹤0.01%
17,592
-21,595
1452
$2.86M ﹤0.01%
131,527
-163,532
1453
$2.85M ﹤0.01%
32,436
+200
1454
$2.85M ﹤0.01%
32,038
+2,813
1455
$2.85M ﹤0.01%
342,222
+78,642
1456
$2.84M ﹤0.01%
21,783
+5,188
1457
$2.84M ﹤0.01%
50,638
+14,671
1458
$2.83M ﹤0.01%
284,787
-14,905
1459
$2.83M ﹤0.01%
294,357
-29,194
1460
$2.83M ﹤0.01%
57,286
-3,256
1461
$2.82M ﹤0.01%
94,268
+4,196
1462
$2.82M ﹤0.01%
52,893
-77,793
1463
$2.81M ﹤0.01%
33,745
-3,390
1464
$2.8M ﹤0.01%
150,371
+45,693
1465
$2.79M ﹤0.01%
195,074
-16,328
1466
$2.79M ﹤0.01%
32,159
+3,093
1467
$2.79M ﹤0.01%
44,649
+4,088
1468
$2.79M ﹤0.01%
57,225
+39,685
1469
$2.78M ﹤0.01%
41,963
-6,540
1470
$2.78M ﹤0.01%
57,908
-308,103
1471
$2.78M ﹤0.01%
69,148
-38,274
1472
$2.77M ﹤0.01%
251,477
+216,807
1473
$2.76M ﹤0.01%
120,409
-9,078
1474
$2.76M ﹤0.01%
599,211
+24,181
1475
$2.76M ﹤0.01%
58,002
-39,318