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
2251
$918K ﹤0.01%
24,495
-13,042
2252
$918K ﹤0.01%
78,040
-127,655
2253
$915K ﹤0.01%
55,097
-53,416
2254
$910K ﹤0.01%
162,212
+96,449
2255
$908K ﹤0.01%
43,310
-9,783
2256
$908K ﹤0.01%
7,131
-936
2257
$907K ﹤0.01%
18,939
+2,839
2258
$903K ﹤0.01%
24,607
-7,495
2259
$902K ﹤0.01%
3,620
+1,953
2260
$901K ﹤0.01%
131,658
-10,123
2261
$898K ﹤0.01%
47,002
-25,502
2262
$895K ﹤0.01%
137,184
+108,689
2263
$893K ﹤0.01%
55,506
+22,783
2264
$893K ﹤0.01%
65,822
-73,243
2265
$892K ﹤0.01%
18,471
-753
2266
$890K ﹤0.01%
39,291
-1,697
2267
$887K ﹤0.01%
47,700
-34,922
2268
$879K ﹤0.01%
24,791
-14,470
2269
$879K ﹤0.01%
45,080
-65,159
2270
$874K ﹤0.01%
63,513
-7,136
2271
$873K ﹤0.01%
63,047
-6,903
2272
$872K ﹤0.01%
71,774
-26,643
2273
$871K ﹤0.01%
120,976
-1,474
2274
$871K ﹤0.01%
+31,299
2275
$871K ﹤0.01%
29,384
-29,600