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
$154B
AUM Growth
+$1.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,557
New
Increased
Reduced
Closed

Top Buys

1 +$978M
2 +$812M
3 +$602M
4
AAPL icon
Apple
AAPL
+$518M
5
NVDA icon
NVIDIA
NVDA
+$412M

Sector Composition

1 Technology 28.65%
2 Financials 12.34%
3 Healthcare 11.76%
4 Consumer Discretionary 10.56%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$469K ﹤0.01%
180,409
+69,014
2502
$468K ﹤0.01%
16,191
+2,942
2503
$467K ﹤0.01%
11,559
-27,971
2504
$466K ﹤0.01%
23,154
+3,548
2505
$466K ﹤0.01%
84,548
+26,915
2506
$465K ﹤0.01%
21,940
+1,671
2507
$465K ﹤0.01%
10,484
-175
2508
$464K ﹤0.01%
9,261
-1,187
2509
$463K ﹤0.01%
18,923
+384
2510
$461K ﹤0.01%
46,748
-5,469
2511
$457K ﹤0.01%
34,782
-9,149
2512
$456K ﹤0.01%
8,747
-591
2513
$455K ﹤0.01%
35,638
+13,332
2514
$452K ﹤0.01%
64,542
+2,500
2515
$451K ﹤0.01%
22,917
+8,173
2516
$451K ﹤0.01%
9,875
-1,088
2517
$451K ﹤0.01%
16,494
+11,953
2518
$450K ﹤0.01%
43,139
+1,551
2519
$446K ﹤0.01%
13,632
+2,062
2520
$445K ﹤0.01%
20,892
-3,313
2521
$444K ﹤0.01%
26,702
+6,711
2522
$444K ﹤0.01%
64,120
+8,635
2523
$444K ﹤0.01%
6,100
+1,200
2524
$441K ﹤0.01%
15,337
+4,387
2525
$441K ﹤0.01%
23,494
-1,382