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
2326
$776K ﹤0.01%
99,756
+10,491
2327
$776K ﹤0.01%
35,314
+29,114
2328
$776K ﹤0.01%
179,206
+100,542
2329
$774K ﹤0.01%
59,531
+59,330
2330
$773K ﹤0.01%
39,452
+8,136
2331
$769K ﹤0.01%
163,763
+163,601
2332
$767K ﹤0.01%
101,145
-26,740
2333
$766K ﹤0.01%
37,538
-106,353
2334
$763K ﹤0.01%
234,783
+151,011
2335
$763K ﹤0.01%
30,000
2336
$762K ﹤0.01%
24,826
-27,303
2337
$761K ﹤0.01%
23,303
-5,079
2338
$760K ﹤0.01%
+245,696
2339
$760K ﹤0.01%
41,663
-84
2340
$758K ﹤0.01%
8,974
-8,658
2341
$756K ﹤0.01%
19,979
-10,792
2342
$755K ﹤0.01%
36,973
-15,332
2343
$754K ﹤0.01%
72,135
-30,996
2344
$752K ﹤0.01%
53,836
-16,898
2345
$751K ﹤0.01%
1,168
-743
2346
$748K ﹤0.01%
43,674
-10,704
2347
$747K ﹤0.01%
17,939
+681
2348
$746K ﹤0.01%
43,563
-7,720
2349
$746K ﹤0.01%
18,339
+2,126
2350
$744K ﹤0.01%
19,047
-4,399