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
1576
$2.4M ﹤0.01%
53,358
-1,659
1577
$2.4M ﹤0.01%
143,881
+40,513
1578
$2.4M ﹤0.01%
78,242
+1,968
1579
$2.39M ﹤0.01%
18,205
+9,226
1580
$2.37M ﹤0.01%
63,060
+11,572
1581
$2.37M ﹤0.01%
48,190
-28,530
1582
$2.37M ﹤0.01%
538,313
-17,716
1583
$2.37M ﹤0.01%
73,277
-36,536
1584
$2.37M ﹤0.01%
63,316
-13,256
1585
$2.36M ﹤0.01%
101,650
-11,754
1586
$2.36M ﹤0.01%
29,673
-239
1587
$2.35M ﹤0.01%
86,109
+28,418
1588
$2.35M ﹤0.01%
103,097
-7,887
1589
$2.35M ﹤0.01%
50,175
+3,563
1590
$2.35M ﹤0.01%
78,819
+31,221
1591
$2.34M ﹤0.01%
41,930
-5,204
1592
$2.34M ﹤0.01%
76,431
-21,258
1593
$2.34M ﹤0.01%
50,513
-7,255
1594
$2.34M ﹤0.01%
35,927
+6,392
1595
$2.34M ﹤0.01%
44,793
+42,358
1596
$2.34M ﹤0.01%
102,492
-65,335
1597
$2.34M ﹤0.01%
56,495
+34,926
1598
$2.33M ﹤0.01%
71,513
-19,740
1599
$2.33M ﹤0.01%
241,938
-14,752
1600
$2.33M ﹤0.01%
15,903
+8,258