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
1676
$2.12M ﹤0.01%
58,772
+18,573
1677
$2.12M ﹤0.01%
52,712
-18,561
1678
$2.11M ﹤0.01%
91,125
+65,400
1679
$2.11M ﹤0.01%
29,367
-1,943
1680
$2.1M ﹤0.01%
88,129
+72,396
1681
$2.1M ﹤0.01%
1,150,780
-137,912
1682
$2.09M ﹤0.01%
107,486
-28,301
1683
$2.09M ﹤0.01%
222,058
-122,000
1684
$2.09M ﹤0.01%
64,063
-11,000
1685
$2.09M ﹤0.01%
140,353
-147,369
1686
$2.09M ﹤0.01%
14,286
+3,889
1687
$2.08M ﹤0.01%
145,248
-53,244
1688
$2.08M ﹤0.01%
54,377
-18,969
1689
$2.08M ﹤0.01%
72,594
-45,061
1690
$2.08M ﹤0.01%
117,289
+66,521
1691
$2.08M ﹤0.01%
67,737
-183,821
1692
$2.07M ﹤0.01%
97,495
-19,388
1693
$2.07M ﹤0.01%
30,139
-2,516
1694
$2.07M ﹤0.01%
44,186
-31,540
1695
$2.07M ﹤0.01%
53,004
+6,960
1696
$2.07M ﹤0.01%
120,271
-83
1697
$2.06M ﹤0.01%
28,060
-6,927
1698
$2.06M ﹤0.01%
127,110
+48,421
1699
$2.06M ﹤0.01%
70,050
+69,741
1700
$2.05M ﹤0.01%
41,747
+10,566