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
2001
$1.36M ﹤0.01%
28,000
2002
$1.36M ﹤0.01%
16,602
-5,111
2003
$1.35M ﹤0.01%
7,134
-1,080
2004
$1.35M ﹤0.01%
60,362
+1,696
2005
$1.35M ﹤0.01%
101,865
-11,265
2006
$1.35M ﹤0.01%
9,760
+1,278
2007
$1.35M ﹤0.01%
36,294
-17,757
2008
$1.35M ﹤0.01%
117,247
-7,551
2009
$1.35M ﹤0.01%
12,765
+10
2010
$1.35M ﹤0.01%
46,347
-1,870
2011
$1.35M ﹤0.01%
34,582
-22,890
2012
$1.34M ﹤0.01%
69,717
-6,630
2013
$1.34M ﹤0.01%
43,431
-5,406
2014
$1.34M ﹤0.01%
12,136
+2,188
2015
$1.34M ﹤0.01%
90,638
+14,444
2016
$1.34M ﹤0.01%
19,165
-15,525
2017
$1.34M ﹤0.01%
37,872
-14,665
2018
$1.34M ﹤0.01%
416,456
-69,239
2019
$1.34M ﹤0.01%
21,794
-6,518
2020
$1.34M ﹤0.01%
100,399
+12,078
2021
$1.34M ﹤0.01%
493,024
+24,513
2022
$1.33M ﹤0.01%
86,478
+478
2023
$1.33M ﹤0.01%
92,313
-67,950
2024
$1.33M ﹤0.01%
91,728
-9,810
2025
$1.33M ﹤0.01%
65,338
+26,092