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
1976
$1.43M ﹤0.01%
36,775
-34,114
1977
$1.43M ﹤0.01%
11,526
+5,102
1978
$1.42M ﹤0.01%
60,533
+284
1979
$1.42M ﹤0.01%
75,555
+2,842
1980
$1.42M ﹤0.01%
53,985
-8,078
1981
$1.42M ﹤0.01%
269,725
-452,699
1982
$1.41M ﹤0.01%
87,561
-8,986
1983
$1.41M ﹤0.01%
69,526
-147,244
1984
$1.41M ﹤0.01%
88,426
-845,008
1985
$1.41M ﹤0.01%
71,575
-19,023
1986
$1.41M ﹤0.01%
59,578
+25,949
1987
$1.41M ﹤0.01%
81,335
+12,827
1988
$1.39M ﹤0.01%
40,884
-15,638
1989
$1.39M ﹤0.01%
94,539
-8,224
1990
$1.39M ﹤0.01%
480,331
+159,868
1991
$1.39M ﹤0.01%
81,938
+12,967
1992
$1.38M ﹤0.01%
26,721
-15,653
1993
$1.38M ﹤0.01%
18,627
-10,689
1994
$1.38M ﹤0.01%
31,517
+5,228
1995
$1.38M ﹤0.01%
152,450
+17,734
1996
$1.38M ﹤0.01%
43,837
+6,517
1997
$1.37M ﹤0.01%
64,688
+12,407
1998
$1.36M ﹤0.01%
70,924
-52,422
1999
$1.36M ﹤0.01%
12,607
-14,754
2000
$1.36M ﹤0.01%
35,175
-13,210