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
2201
$997K ﹤0.01%
35,290
+3,024
2202
$997K ﹤0.01%
6,096
-11,632
2203
$994K ﹤0.01%
21,158
-22,532
2204
$993K ﹤0.01%
196,549
-32,552
2205
$992K ﹤0.01%
23,098
-18,638
2206
$992K ﹤0.01%
46,657
+1,765
2207
$991K ﹤0.01%
26,131
-15,925
2208
$989K ﹤0.01%
156,972
+51,032
2209
$988K ﹤0.01%
290,407
+208,193
2210
$984K ﹤0.01%
28,121
-5,018
2211
$984K ﹤0.01%
69,252
-56,652
2212
$983K ﹤0.01%
310,926
+304,339
2213
$983K ﹤0.01%
197,121
-116,402
2214
$980K ﹤0.01%
36,348
-4,277
2215
$978K ﹤0.01%
+28,211
2216
$976K ﹤0.01%
151,515
+101,635
2217
$976K ﹤0.01%
25,211
+2,902
2218
$974K ﹤0.01%
142,380
-67,954
2219
$973K ﹤0.01%
71,235
+41,304
2220
$970K ﹤0.01%
43,348
+9,026
2221
$966K ﹤0.01%
13,874
-1,736
2222
$966K ﹤0.01%
181,167
-13,635
2223
$963K ﹤0.01%
22,763
-1,329
2224
$963K ﹤0.01%
11,220
+2,795
2225
$962K ﹤0.01%
17,671
-1,928