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
2451
$608K ﹤0.01%
190,854
+23,800
2452
$601K ﹤0.01%
21,271
+4,793
2453
$601K ﹤0.01%
46,789
-5,446
2454
$599K ﹤0.01%
7,564
-9,632
2455
$599K ﹤0.01%
67,251
-1,614
2456
$598K ﹤0.01%
23,338
+3,166
2457
$596K ﹤0.01%
47,601
-28,943
2458
$596K ﹤0.01%
14,688
-4,202
2459
$596K ﹤0.01%
246,948
-14,039
2460
$593K ﹤0.01%
164,707
-172
2461
$590K ﹤0.01%
9,730
+2,924
2462
$589K ﹤0.01%
51,821
-40,145
2463
$589K ﹤0.01%
37,524
-5,706
2464
$588K ﹤0.01%
16,990
-2,527
2465
$588K ﹤0.01%
16,621
-10,210
2466
$588K ﹤0.01%
272,399
+82,305
2467
$586K ﹤0.01%
106,526
-75,250
2468
$586K ﹤0.01%
34,224
+7,953
2469
$586K ﹤0.01%
29,978
-1,641
2470
$584K ﹤0.01%
30,350
-13,569
2471
$583K ﹤0.01%
17,657
-35,943
2472
$583K ﹤0.01%
28,547
-25,994
2473
$582K ﹤0.01%
4,393
-2,958
2474
$580K ﹤0.01%
25,426
+132
2475
$573K ﹤0.01%
61,188
-877