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
2576
$384K ﹤0.01%
91,078
-21,174
2577
$383K ﹤0.01%
110,075
-40,651
2578
$382K ﹤0.01%
17,556
-28,851
2579
$382K ﹤0.01%
67,620
-58,056
2580
$380K ﹤0.01%
16,228
-13,889
2581
$379K ﹤0.01%
6,041
-9,057
2582
$379K ﹤0.01%
44,976
-4,563
2583
$379K ﹤0.01%
50,686
+20,509
2584
$377K ﹤0.01%
30,018
-34,919
2585
$377K ﹤0.01%
5,585
2586
$375K ﹤0.01%
36,115
-53,043
2587
$373K ﹤0.01%
10,529
-12,567
2588
$373K ﹤0.01%
13,692
-168,486
2589
$373K ﹤0.01%
53,365
-180,345
2590
$373K ﹤0.01%
7,310
+2,832
2591
$373K ﹤0.01%
38,777
-19,927
2592
$369K ﹤0.01%
45,765
-36,858
2593
$369K ﹤0.01%
3,796
-4,529
2594
$368K ﹤0.01%
59,620
-738,324
2595
$367K ﹤0.01%
22,270
-23,676
2596
$367K ﹤0.01%
17,240
-23,461
2597
$367K ﹤0.01%
3,069
-4,449
2598
$366K ﹤0.01%
+6,386
2599
$364K ﹤0.01%
6,554
-5,818
2600
$364K ﹤0.01%
5,309
-7,397