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
2051
$1.27M ﹤0.01%
111,742
+46,783
2052
$1.27M ﹤0.01%
34,679
-5,802
2053
$1.27M ﹤0.01%
50,017
-9,080
2054
$1.27M ﹤0.01%
54,932
+42,286
2055
$1.26M ﹤0.01%
57,038
-7,217
2056
$1.26M ﹤0.01%
12,646
-7,822
2057
$1.26M ﹤0.01%
37,000
+5,267
2058
$1.26M ﹤0.01%
55,378
+22,979
2059
$1.26M ﹤0.01%
165,920
+64,700
2060
$1.26M ﹤0.01%
33,698
-99
2061
$1.25M ﹤0.01%
6,738
+25
2062
$1.25M ﹤0.01%
23,739
-2,944
2063
$1.25M ﹤0.01%
728
-56
2064
$1.25M ﹤0.01%
84,376
+68,428
2065
$1.25M ﹤0.01%
132,523
+80,069
2066
$1.25M ﹤0.01%
49,364
-2,612
2067
$1.24M ﹤0.01%
7,353
-26,986
2068
$1.24M ﹤0.01%
71,765
+5,903
2069
$1.24M ﹤0.01%
33,600
2070
$1.24M ﹤0.01%
15,837
-106,163
2071
$1.23M ﹤0.01%
30,838
-51,584
2072
$1.23M ﹤0.01%
56,179
-9,949
2073
$1.23M ﹤0.01%
17,457
-9,551
2074
$1.23M ﹤0.01%
15,034
-1,432
2075
$1.22M ﹤0.01%
69,331
+12,119