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
$40.4B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Buys

1 +$4.56B
2 +$797M
3 +$786M
4
FON
SPRINT CORP FON COM
FON
+$724M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$672M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.01%
2 Financials 8.92%
3 Technology 7.95%
4 Communication Services 7%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
$199K ﹤0.01%
+4,567
2602
$199K ﹤0.01%
+36,500
2603
$199K ﹤0.01%
+6,809
2604
$198K ﹤0.01%
+6,847
2605
$198K ﹤0.01%
+26,160
2606
$198K ﹤0.01%
+2,540
2607
$197K ﹤0.01%
+8,200
2608
$197K ﹤0.01%
+34,388
2609
$196K ﹤0.01%
+1,740
2610
$196K ﹤0.01%
+1,002
2611
$195K ﹤0.01%
+22,600
2612
$195K ﹤0.01%
+7,447
2613
$194K ﹤0.01%
+56,670
2614
$194K ﹤0.01%
+11,564
2615
$194K ﹤0.01%
+28,909
2616
$194K ﹤0.01%
+2,434
2617
$193K ﹤0.01%
+24,741
2618
$192K ﹤0.01%
+20,468
2619
$191K ﹤0.01%
+6,805
2620
$191K ﹤0.01%
+27,815
2621
$190K ﹤0.01%
+24,489
2622
$190K ﹤0.01%
+30,208
2623
$190K ﹤0.01%
+14,684
2624
$190K ﹤0.01%
+7,204
2625
$189K ﹤0.01%
+49,737