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
2076
$1.22M ﹤0.01%
31,814
-6,076
2077
$1.21M ﹤0.01%
55,276
+6,106
2078
$1.21M ﹤0.01%
80,654
-22,735
2079
$1.21M ﹤0.01%
27,538
-14,246
2080
$1.21M ﹤0.01%
1,018,053
-679,533
2081
$1.21M ﹤0.01%
57,926
+19,026
2082
$1.21M ﹤0.01%
49,712
-22,134
2083
$1.21M ﹤0.01%
109,827
-38,739
2084
$1.2M ﹤0.01%
14,747
-4,681
2085
$1.2M ﹤0.01%
76,848
-18,113
2086
$1.2M ﹤0.01%
267,449
+187,378
2087
$1.2M ﹤0.01%
35,130
+150
2088
$1.2M ﹤0.01%
15,918
-97,571
2089
$1.2M ﹤0.01%
41,465
-24,806
2090
$1.19M ﹤0.01%
70,792
-12,930
2091
$1.19M ﹤0.01%
37,455
-1,105
2092
$1.19M ﹤0.01%
32,233
-87,384
2093
$1.19M ﹤0.01%
54,199
-23,875
2094
$1.19M ﹤0.01%
36,188
+111
2095
$1.19M ﹤0.01%
196,881
+54,597
2096
$1.19M ﹤0.01%
45,090
-35,969
2097
$1.19M ﹤0.01%
35,413
-11,606
2098
$1.18M ﹤0.01%
18,930
-43,584
2099
$1.18M ﹤0.01%
6,281
-81,134
2100
$1.18M ﹤0.01%
29,129
+2,089