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
1876
$1.64M ﹤0.01%
54,315
-32,336
1877
$1.64M ﹤0.01%
26,654
+2,146
1878
$1.64M ﹤0.01%
21,726
-4,015
1879
$1.64M ﹤0.01%
58,184
-22,706
1880
$1.63M ﹤0.01%
20,401
-2,106
1881
$1.63M ﹤0.01%
284,587
-48,446
1882
$1.62M ﹤0.01%
33,420
-22,258
1883
$1.62M ﹤0.01%
43,041
+6,317
1884
$1.61M ﹤0.01%
221,946
-2,356
1885
$1.61M ﹤0.01%
72,617
-45,135
1886
$1.61M ﹤0.01%
79,416
+32,889
1887
$1.61M ﹤0.01%
95,233
-40,325
1888
$1.61M ﹤0.01%
158,409
+143,936
1889
$1.61M ﹤0.01%
6,619
+3,195
1890
$1.61M ﹤0.01%
43,966
-8,446
1891
$1.61M ﹤0.01%
62,150
+61,148
1892
$1.61M ﹤0.01%
85,130
+46,687
1893
$1.61M ﹤0.01%
36,411
+1,431
1894
$1.6M ﹤0.01%
21,563
-6,438
1895
$1.6M ﹤0.01%
101,037
-36,236
1896
$1.6M ﹤0.01%
25,717
-8,853
1897
$1.6M ﹤0.01%
52,079
+1,202
1898
$1.59M ﹤0.01%
44,917
+21,067
1899
$1.59M ﹤0.01%
32,790
-17,013
1900
$1.59M ﹤0.01%
177,268
+4,399