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
1951
$1.48M ﹤0.01%
59,010
+12,186
1952
$1.48M ﹤0.01%
79,311
-303,985
1953
$1.48M ﹤0.01%
26,149
-35,255
1954
$1.47M ﹤0.01%
9,683
-110,602
1955
$1.47M ﹤0.01%
335,245
+40,298
1956
$1.46M ﹤0.01%
80,877
-204
1957
$1.46M ﹤0.01%
63,535
+8,482
1958
$1.46M ﹤0.01%
80,496
-30,266
1959
$1.46M ﹤0.01%
12,566
-177,221
1960
$1.46M ﹤0.01%
21,838
-2,159
1961
$1.46M ﹤0.01%
59,458
-3,849
1962
$1.46M ﹤0.01%
28,558
-3,551
1963
$1.46M ﹤0.01%
53,433
-1,732
1964
$1.46M ﹤0.01%
22,760
-2,384
1965
$1.45M ﹤0.01%
32,468
-934
1966
$1.45M ﹤0.01%
155,929
+114,228
1967
$1.45M ﹤0.01%
34,639
-49,325
1968
$1.45M ﹤0.01%
35,452
+12,019
1969
$1.45M ﹤0.01%
79,311
+236
1970
$1.45M ﹤0.01%
+86,197
1971
$1.45M ﹤0.01%
36,258
-16,399
1972
$1.44M ﹤0.01%
26,065
+35
1973
$1.44M ﹤0.01%
34,446
-7,061
1974
$1.43M ﹤0.01%
36,703
+99
1975
$1.43M ﹤0.01%
13,810
+341