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
2151
$1.09M ﹤0.01%
35,433
-1,165
2152
$1.09M ﹤0.01%
94,003
-108,236
2153
$1.08M ﹤0.01%
41,059
-24,104
2154
$1.08M ﹤0.01%
178,602
-3,647
2155
$1.08M ﹤0.01%
35,575
+757
2156
$1.08M ﹤0.01%
33,609
-6,922
2157
$1.08M ﹤0.01%
42,747
-2,191
2158
$1.08M ﹤0.01%
31,686
-5,106
2159
$1.08M ﹤0.01%
19,640
-1,298
2160
$1.08M ﹤0.01%
12,258
-2,287
2161
$1.08M ﹤0.01%
5,000
-50
2162
$1.08M ﹤0.01%
38,386
+6,861
2163
$1.07M ﹤0.01%
46,767
+11,288
2164
$1.07M ﹤0.01%
1,626
+777
2165
$1.07M ﹤0.01%
67,433
+7,040
2166
$1.07M ﹤0.01%
117,601
-175,142
2167
$1.07M ﹤0.01%
32,072
+10,267
2168
$1.06M ﹤0.01%
26,122
+9,729
2169
$1.06M ﹤0.01%
71,618
-3,599
2170
$1.06M ﹤0.01%
182,692
+17,757
2171
$1.06M ﹤0.01%
20,490
2172
$1.06M ﹤0.01%
49,483
-7,687
2173
$1.06M ﹤0.01%
75,030
+545
2174
$1.06M ﹤0.01%
14,558
-52
2175
$1.06M ﹤0.01%
153,590
+85,799