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
2176
$1.06M ﹤0.01%
68,144
+12,774
2177
$1.05M ﹤0.01%
19,624
-7,740
2178
$1.05M ﹤0.01%
91,470
+84,634
2179
$1.05M ﹤0.01%
214,100
-80,060
2180
$1.05M ﹤0.01%
187,995
-314,100
2181
$1.05M ﹤0.01%
64,154
+31,897
2182
$1.04M ﹤0.01%
73,865
+19,504
2183
$1.03M ﹤0.01%
11,105
-1,192
2184
$1.02M ﹤0.01%
+8,700
2185
$1.02M ﹤0.01%
53,705
+13,103
2186
$1.02M ﹤0.01%
52,968
-28,001
2187
$1.02M ﹤0.01%
94,475
+34,445
2188
$1.01M ﹤0.01%
19,935
-4,776
2189
$1.01M ﹤0.01%
60,640
+22,236
2190
$1.01M ﹤0.01%
88,095
-60,749
2191
$1.01M ﹤0.01%
38,294
+4,733
2192
$1.01M ﹤0.01%
29,985
+6,584
2193
$1.01M ﹤0.01%
8,821
-881
2194
$1.01M ﹤0.01%
44,947
+10,989
2195
$1.01M ﹤0.01%
100,878
+14,880
2196
$1M ﹤0.01%
311,236
-169,931
2197
$1M ﹤0.01%
31,461
-5,124
2198
$1M ﹤0.01%
75,576
-15,041
2199
$1M ﹤0.01%
21,253
-1,031
2200
$999K ﹤0.01%
72,548
-20,774