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
1776
$1.87M ﹤0.01%
77,812
-117,462
1777
$1.87M ﹤0.01%
55,259
+11,161
1778
$1.87M ﹤0.01%
42,255
-18,608
1779
$1.87M ﹤0.01%
102,471
-22,315
1780
$1.87M ﹤0.01%
73,864
+53,073
1781
$1.87M ﹤0.01%
30,576
-2,924
1782
$1.87M ﹤0.01%
35,539
-25,521
1783
$1.86M ﹤0.01%
77,869
+1,857
1784
$1.86M ﹤0.01%
63,998
+5,650
1785
$1.86M ﹤0.01%
18,834
-9,485
1786
$1.86M ﹤0.01%
18,849
-1,544
1787
$1.85M ﹤0.01%
82,892
-16,276
1788
$1.85M ﹤0.01%
26,983
-6,201
1789
$1.85M ﹤0.01%
56,948
-23,440
1790
$1.85M ﹤0.01%
733,390
-1,701,619
1791
$1.85M ﹤0.01%
42,351
+8,320
1792
$1.84M ﹤0.01%
125,909
+55,353
1793
$1.84M ﹤0.01%
117,686
+116,844
1794
$1.83M ﹤0.01%
19,228
+7,317
1795
$1.83M ﹤0.01%
31,090
-5,012
1796
$1.83M ﹤0.01%
54,143
+23,439
1797
$1.83M ﹤0.01%
137,570
-930
1798
$1.82M ﹤0.01%
59,725
+27,588
1799
$1.82M ﹤0.01%
226,815
+77,517
1800
$1.82M ﹤0.01%
62,773
-16,043