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
2501
$187K ﹤0.01%
21,960
-11,629
2502
$187K ﹤0.01%
3,330
-1,664
2503
$187K ﹤0.01%
7,312
-6,188
2504
$186K ﹤0.01%
103,505
-64,940
2505
$186K ﹤0.01%
25,350
-50,778
2506
$185K ﹤0.01%
29,740
-63,278
2507
$185K ﹤0.01%
25,579
-17,806
2508
$185K ﹤0.01%
10,384
-9,369
2509
$185K ﹤0.01%
473
+365
2510
$185K ﹤0.01%
26,329
+24,624
2511
$185K ﹤0.01%
5,198
+2,266
2512
$185K ﹤0.01%
14,418
-7,691
2513
$184K ﹤0.01%
19,012
-9,353
2514
$183K ﹤0.01%
9,729
-17,603
2515
$183K ﹤0.01%
5,857
-11,905
2516
$182K ﹤0.01%
27,185
-22,319
2517
$181K ﹤0.01%
6,388
-8,369
2518
$181K ﹤0.01%
12,317
-8,636
2519
$181K ﹤0.01%
18,297
-4,854
2520
$180K ﹤0.01%
3,433
-699
2521
$180K ﹤0.01%
3,266
+606
2522
$180K ﹤0.01%
10,526
-20,989
2523
$180K ﹤0.01%
+15,000
2524
$180K ﹤0.01%
16,834
-25,000
2525
$180K ﹤0.01%
15,748
-7,893