Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 29.74%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$40.4B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Buys

1 +$4.56B
2 +$797M
3 +$786M
4
FON
SPRINT CORP FON COM
FON
+$724M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$672M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.01%
2 Financials 8.92%
3 Technology 7.95%
4 Communication Services 7%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$259K ﹤0.01%
+3,551
2477
$258K ﹤0.01%
+51,046
2478
$257K ﹤0.01%
+27,403
2479
$256K ﹤0.01%
+10,681
2480
$256K ﹤0.01%
+43,704
2481
$254K ﹤0.01%
+28,748
2482
$253K ﹤0.01%
+29,384
2483
$253K ﹤0.01%
+6,656
2484
$253K ﹤0.01%
+12,903
2485
$252K ﹤0.01%
+6,076
2486
$252K ﹤0.01%
+15,912
2487
$250K ﹤0.01%
+9,196
2488
$250K ﹤0.01%
+10,945
2489
$249K ﹤0.01%
+54,903
2490
$249K ﹤0.01%
+3,453
2491
$249K ﹤0.01%
+24,434
2492
$249K ﹤0.01%
+8,186
2493
$248K ﹤0.01%
+22,351
2494
$247K ﹤0.01%
+6,837
2495
$247K ﹤0.01%
+7,796
2496
$247K ﹤0.01%
+10,929
2497
$246K ﹤0.01%
+1,409
2498
$246K ﹤0.01%
+7,606
2499
$246K ﹤0.01%
+122,970
2500
$245K ﹤0.01%
+41,692