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
2401
$667K ﹤0.01%
62,703
+53,009
2402
$666K ﹤0.01%
44,817
-22,748
2403
$666K ﹤0.01%
16,375
+1,229
2404
$665K ﹤0.01%
62,734
-146,402
2405
$663K ﹤0.01%
81,773
-32,915
2406
$662K ﹤0.01%
21,449
+3,585
2407
$659K ﹤0.01%
116,724
-11,075
2408
$658K ﹤0.01%
9,286
-4,535
2409
$657K ﹤0.01%
24,615
+23,015
2410
$657K ﹤0.01%
21,287
+5,158
2411
$651K ﹤0.01%
20,068
-2,701
2412
$650K ﹤0.01%
41,112
+5,903
2413
$648K ﹤0.01%
15,451
+9,858
2414
$646K ﹤0.01%
+6,392
2415
$645K ﹤0.01%
+7,956
2416
$644K ﹤0.01%
20,043
-2,990
2417
$643K ﹤0.01%
189,214
-74,387
2418
$641K ﹤0.01%
44,255
-14,449
2419
$641K ﹤0.01%
78,080
+1,394
2420
$638K ﹤0.01%
63,140
-58,189
2421
$637K ﹤0.01%
18,653
-5,546
2422
$637K ﹤0.01%
7,153
-4,527
2423
$637K ﹤0.01%
14,300
-646
2424
$635K ﹤0.01%
29,784
+3,468
2425
$635K ﹤0.01%
82,627
+21,826