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
1501
$2.62M ﹤0.01%
46,460
-233,152
1502
$2.62M ﹤0.01%
72,683
+18,468
1503
$2.61M ﹤0.01%
22,336
-10,650
1504
$2.61M ﹤0.01%
70,503
-20,306
1505
$2.61M ﹤0.01%
46,577
-5,870
1506
$2.6M ﹤0.01%
354,803
+300,470
1507
$2.6M ﹤0.01%
54,476
-302,746
1508
$2.6M ﹤0.01%
13,532
-4,818
1509
$2.59M ﹤0.01%
41,621
-15,468
1510
$2.59M ﹤0.01%
135,339
+28,265
1511
$2.59M ﹤0.01%
40,093
+2,129
1512
$2.59M ﹤0.01%
422,849
+131,773
1513
$2.59M ﹤0.01%
53,502
+33,828
1514
$2.58M ﹤0.01%
71,116
-19,834
1515
$2.58M ﹤0.01%
206,323
+61,065
1516
$2.57M ﹤0.01%
100,637
-65,959
1517
$2.57M ﹤0.01%
17,037
-1,548
1518
$2.57M ﹤0.01%
179,280
+11,831
1519
$2.57M ﹤0.01%
105,089
-7,899
1520
$2.57M ﹤0.01%
148,661
+24,250
1521
$2.57M ﹤0.01%
49,114
-3,785
1522
$2.56M ﹤0.01%
44,091
+37,365
1523
$2.56M ﹤0.01%
48,897
+41,567
1524
$2.55M ﹤0.01%
137,664
-24,711
1525
$2.55M ﹤0.01%
63,746
+8,601