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
1926
$1.53M ﹤0.01%
27,694
-23,773
1927
$1.53M ﹤0.01%
24,703
+9,949
1928
$1.53M ﹤0.01%
58,309
-12,638
1929
$1.53M ﹤0.01%
167,928
+110,723
1930
$1.53M ﹤0.01%
29,270
-538
1931
$1.52M ﹤0.01%
1,042,412
+370,000
1932
$1.52M ﹤0.01%
+351,036
1933
$1.52M ﹤0.01%
30,551
+5,346
1934
$1.52M ﹤0.01%
40,276
+3,542
1935
$1.52M ﹤0.01%
107,313
-6,712
1936
$1.52M ﹤0.01%
111,285
+72,104
1937
$1.52M ﹤0.01%
9,966
+8,900
1938
$1.51M ﹤0.01%
249,026
+54,967
1939
$1.51M ﹤0.01%
24,525
+3,395
1940
$1.51M ﹤0.01%
82,150
+15,683
1941
$1.51M ﹤0.01%
178,423
-46,902
1942
$1.51M ﹤0.01%
19,878
-4,722
1943
$1.51M ﹤0.01%
19,001
+1,304
1944
$1.51M ﹤0.01%
27,500
-16,019
1945
$1.5M ﹤0.01%
87,282
+66,915
1946
$1.5M ﹤0.01%
26,552
-4,716
1947
$1.5M ﹤0.01%
78,882
-20,663
1948
$1.49M ﹤0.01%
72,152
-8,509
1949
$1.48M ﹤0.01%
36,130
-455,154
1950
$1.48M ﹤0.01%
90,356
+11,182