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
1476
$2.75M ﹤0.01%
132,535
+7,581
1477
$2.75M ﹤0.01%
53,209
-58,666
1478
$2.74M ﹤0.01%
176,944
-91,759
1479
$2.74M ﹤0.01%
47,148
-23,741
1480
$2.73M ﹤0.01%
105,847
+11,255
1481
$2.72M ﹤0.01%
108,400
1482
$2.71M ﹤0.01%
97,813
-38,682
1483
$2.71M ﹤0.01%
48,160
-4,455
1484
$2.7M ﹤0.01%
165,426
+82,482
1485
$2.7M ﹤0.01%
118,197
-96,614
1486
$2.69M ﹤0.01%
89,467
+28,589
1487
$2.69M ﹤0.01%
44,856
+30,889
1488
$2.69M ﹤0.01%
72,888
-11,879
1489
$2.68M ﹤0.01%
38,791
-6,373
1490
$2.67M ﹤0.01%
34,762
-18,039
1491
$2.66M ﹤0.01%
678,393
-419,012
1492
$2.65M ﹤0.01%
286,646
-130,698
1493
$2.65M ﹤0.01%
19,076
+4,053
1494
$2.64M ﹤0.01%
84,259
-16,450
1495
$2.64M ﹤0.01%
81,699
+32,247
1496
$2.64M ﹤0.01%
18,050
-115
1497
$2.63M ﹤0.01%
46,611
-357,259
1498
$2.63M ﹤0.01%
93,004
-1,641
1499
$2.63M ﹤0.01%
76,775
-6,836
1500
$2.62M ﹤0.01%
37,470
+29,086