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
1726
$1.98M ﹤0.01%
11,958
-3,682
1727
$1.98M ﹤0.01%
44,450
-1,715
1728
$1.98M ﹤0.01%
53,714
-36,939
1729
$1.98M ﹤0.01%
136,183
+6,952
1730
$1.98M ﹤0.01%
64,267
-25,616
1731
$1.97M ﹤0.01%
119,113
+18,766
1732
$1.97M ﹤0.01%
65,057
-38,715
1733
$1.97M ﹤0.01%
123,332
-28,524
1734
$1.96M ﹤0.01%
105,795
-12,126
1735
$1.96M ﹤0.01%
41,680
-16,762
1736
$1.96M ﹤0.01%
423,863
-256,000
1737
$1.96M ﹤0.01%
12,837
+10,696
1738
$1.96M ﹤0.01%
45,526
+4,924
1739
$1.95M ﹤0.01%
21,331
+8,059
1740
$1.95M ﹤0.01%
199,529
-33,483
1741
$1.95M ﹤0.01%
28,577
+5,494
1742
$1.95M ﹤0.01%
113,659
-21,861
1743
$1.95M ﹤0.01%
40,769
-26,613
1744
$1.95M ﹤0.01%
26,332
+11,032
1745
$1.94M ﹤0.01%
80,390
-33,156
1746
$1.94M ﹤0.01%
214,932
-99,659
1747
$1.94M ﹤0.01%
403,934
+314,152
1748
$1.94M ﹤0.01%
130,900
+36,330
1749
$1.93M ﹤0.01%
48,323
-14,465
1750
$1.93M ﹤0.01%
14,652
-1,887