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
2351
$743K ﹤0.01%
19,792
-20,248
2352
$742K ﹤0.01%
37,397
-4,004
2353
$740K ﹤0.01%
1,830
-1,810
2354
$739K ﹤0.01%
31,492
-12,111
2355
$738K ﹤0.01%
57,936
-38,796
2356
$736K ﹤0.01%
20,124
+20,121
2357
$733K ﹤0.01%
8,032
+5,952
2358
$733K ﹤0.01%
7,600
+260
2359
$732K ﹤0.01%
6,198
-2,293
2360
$730K ﹤0.01%
14,840
-46,013
2361
$728K ﹤0.01%
6,964
+2,225
2362
$727K ﹤0.01%
34,022
-2,468
2363
$719K ﹤0.01%
3,565
-3,273
2364
$719K ﹤0.01%
30,340
-4,150
2365
$718K ﹤0.01%
27,792
-4,768
2366
$718K ﹤0.01%
30,268
+27,462
2367
$715K ﹤0.01%
35,187
-21,744
2368
$714K ﹤0.01%
57,209
-4,334
2369
$713K ﹤0.01%
2,046
+568
2370
$713K ﹤0.01%
3,562
-392
2371
$710K ﹤0.01%
54,319
+13,774
2372
$709K ﹤0.01%
12,236
+1,693
2373
$707K ﹤0.01%
7,469
-1,682
2374
$705K ﹤0.01%
22,640
-6,112
2375
$704K ﹤0.01%
16,446
+15,263