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
2301
$825K ﹤0.01%
6,429
-65,856
2302
$820K ﹤0.01%
41,895
+11,525
2303
$818K ﹤0.01%
28,112
+26,050
2304
$814K ﹤0.01%
24,284
+15,518
2305
$812K ﹤0.01%
386,956
+73,810
2306
$811K ﹤0.01%
180,295
+22,050
2307
$810K ﹤0.01%
109,804
-1,698
2308
$809K ﹤0.01%
28,889
-66,114
2309
$805K ﹤0.01%
17,594
+5,504
2310
$805K ﹤0.01%
33,532
-15,852
2311
$804K ﹤0.01%
13,788
-1,595
2312
$804K ﹤0.01%
19,281
-3,391
2313
$802K ﹤0.01%
28,489
+8,329
2314
$800K ﹤0.01%
304,228
-596,174
2315
$799K ﹤0.01%
56,564
-34,936
2316
$797K ﹤0.01%
46,813
-17,275
2317
$796K ﹤0.01%
9,910
-3,062
2318
$793K ﹤0.01%
19,460
-2,827
2319
$793K ﹤0.01%
103,999
+66
2320
$789K ﹤0.01%
40,986
+2,856
2321
$785K ﹤0.01%
19,300
2322
$783K ﹤0.01%
164,438
+13,742
2323
$780K ﹤0.01%
7,535
-3,928
2324
$779K ﹤0.01%
48,447
-4,442
2325
$778K ﹤0.01%
74,142
+33,236