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
1601
$2.33M ﹤0.01%
37,630
1602
$2.32M ﹤0.01%
22,598
-3,675
1603
$2.32M ﹤0.01%
60,913
+15,040
1604
$2.32M ﹤0.01%
118,831
+21,228
1605
$2.32M ﹤0.01%
38,956
+4,368
1606
$2.3M ﹤0.01%
1,834
-4,822
1607
$2.3M ﹤0.01%
502,605
+238,634
1608
$2.29M ﹤0.01%
24,997
+990
1609
$2.29M ﹤0.01%
58,510
+14,669
1610
$2.29M ﹤0.01%
110,902
-25,817
1611
$2.29M ﹤0.01%
51,109
+31,913
1612
$2.29M ﹤0.01%
49,928
-12,580
1613
$2.28M ﹤0.01%
35,870
-15,307
1614
$2.28M ﹤0.01%
228,894
+71,253
1615
$2.28M ﹤0.01%
50,438
-21,697
1616
$2.28M ﹤0.01%
89,000
1617
$2.27M ﹤0.01%
47,578
-6,846
1618
$2.27M ﹤0.01%
30,798
-11,129
1619
$2.27M ﹤0.01%
158,198
-164,477
1620
$2.27M ﹤0.01%
20,793
-19,809
1621
$2.27M ﹤0.01%
45,195
+2,891
1622
$2.27M ﹤0.01%
33,021
+4,365
1623
$2.26M ﹤0.01%
600,059
+97,158
1624
$2.26M ﹤0.01%
54,966
-9,570
1625
$2.25M ﹤0.01%
29,991
-10,487