Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.39%
 

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
+25.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.9B
AUM Growth
-$34.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,215
New
Increased
Reduced
Closed

Top Buys

1 +$1.04B
2 +$957M
3 +$433M
4
PINS icon
Pinterest
PINS
+$422M
5
CL icon
Colgate-Palmolive
CL
+$396M

Sector Composition

1 Technology 23.46%
2 Financials 13.32%
3 Healthcare 10.99%
4 Consumer Discretionary 9.93%
5 Communication Services 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$493K ﹤0.01%
17,169
+2,471
2477
$492K ﹤0.01%
50,000
2478
$492K ﹤0.01%
50,000
-25,000
2479
$492K ﹤0.01%
50,000
2480
$492K ﹤0.01%
8,878
-1,032
2481
$492K ﹤0.01%
16,912
-16,506
2482
$491K ﹤0.01%
50,000
2483
$491K ﹤0.01%
16,196
-525
2484
$491K ﹤0.01%
293,769
+86,159
2485
$490K ﹤0.01%
+50,000
2486
$490K ﹤0.01%
50,000
2487
$490K ﹤0.01%
50,000
2488
$488K ﹤0.01%
13,056
-30,396
2489
$488K ﹤0.01%
48,897
+23,897
2490
$488K ﹤0.01%
27,984
-37,277
2491
$488K ﹤0.01%
55,600
+48,056
2492
$486K ﹤0.01%
2,770
2493
$486K ﹤0.01%
7,912
-7,761
2494
$486K ﹤0.01%
23,335
-15,044
2495
$485K ﹤0.01%
10,540
+198
2496
$483K ﹤0.01%
31,234
-59,568
2497
$482K ﹤0.01%
38,266
-79,287
2498
$482K ﹤0.01%
27,306
-66,801
2499
$481K ﹤0.01%
+49,023
2500
$481K ﹤0.01%
10,708
-8,934