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
$60.7B
AUM Growth
-$30.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,208
New
Increased
Reduced
Closed

Top Sells

1 +$905M
2 +$735M
3 +$609M
4
LIN icon
Linde
LIN
+$517M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$488M

Sector Composition

1 Technology 17.22%
2 Healthcare 10.49%
3 Financials 9.69%
4 Communication Services 7.93%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$196K ﹤0.01%
17,566
-79,611
2477
$196K ﹤0.01%
18,153
-6,914
2478
$195K ﹤0.01%
80,769
-39,346
2479
$195K ﹤0.01%
9,723
-3,964
2480
$194K ﹤0.01%
570,966
2481
$194K ﹤0.01%
+6,750
2482
$194K ﹤0.01%
14,841
-6,403
2483
$194K ﹤0.01%
9,300
-156,350
2484
$194K ﹤0.01%
11,722
-5,111
2485
$194K ﹤0.01%
6,744
-13,674
2486
$194K ﹤0.01%
12,032
-47,819
2487
$194K ﹤0.01%
737,824
+421,474
2488
$193K ﹤0.01%
3,850
+2,008
2489
$193K ﹤0.01%
1,034
-855
2490
$193K ﹤0.01%
16,328
-16,262
2491
$193K ﹤0.01%
3,550
-44,905
2492
$193K ﹤0.01%
17,145
-42,850
2493
$193K ﹤0.01%
33,852
-30,406
2494
$192K ﹤0.01%
11,780
+7,005
2495
$192K ﹤0.01%
40,433
-575,274
2496
$192K ﹤0.01%
7,660
-15,388
2497
$192K ﹤0.01%
61,486
-132,091
2498
$190K ﹤0.01%
16,335
-13,534
2499
$190K ﹤0.01%
6,317
-15,015
2500
$188K ﹤0.01%
94,800
-3,356