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
$218B
AUM Growth
-$3.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,468
New
Increased
Reduced
Closed

Top Sells

1 +$2.77B
2 +$1.3B
3 +$1.22B
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.11B
5
PG icon
Procter & Gamble
PG
+$915M

Sector Composition

1 Technology 33.53%
2 Consumer Discretionary 10.88%
3 Financials 10.79%
4 Communication Services 9.25%
5 Healthcare 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$412K ﹤0.01%
129,622
-29,196
2527
$412K ﹤0.01%
68,485
-76,887
2528
$411K ﹤0.01%
12,258
-45,290
2529
$410K ﹤0.01%
104,960
2530
$410K ﹤0.01%
2,379
-3,787
2531
$409K ﹤0.01%
85,284
+18,319
2532
$409K ﹤0.01%
32,551
-22,521
2533
$408K ﹤0.01%
5,443
-7,634
2534
$407K ﹤0.01%
15,881
-20,757
2535
$407K ﹤0.01%
176,217
+130,020
2536
$407K ﹤0.01%
47,439
-11,649
2537
$406K ﹤0.01%
31,860
-6,164
2538
$406K ﹤0.01%
4,436
+605
2539
$405K ﹤0.01%
18,655
-13,088
2540
$404K ﹤0.01%
41,600
-201,461
2541
$404K ﹤0.01%
13,140
-17,058
2542
$404K ﹤0.01%
20,726
-17,962
2543
$404K ﹤0.01%
64,686
-838,962
2544
$403K ﹤0.01%
114,583
-65,535
2545
$403K ﹤0.01%
34,180
-14,846
2546
$403K ﹤0.01%
17,584
-18,745
2547
$403K ﹤0.01%
18,827
-21,500
2548
$403K ﹤0.01%
122,888
-201,355
2549
$403K ﹤0.01%
22,047
-13,278
2550
$400K ﹤0.01%
51,068
-83,646