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
2601
$364K ﹤0.01%
81,732
-26,366
2602
$361K ﹤0.01%
10,223
-15,379
2603
$361K ﹤0.01%
111,742
-44,623
2604
$360K ﹤0.01%
19,601
+316
2605
$360K ﹤0.01%
50,880
-16,795
2606
$360K ﹤0.01%
10,607
-16,815
2607
$359K ﹤0.01%
50,787
+17,633
2608
$359K ﹤0.01%
6,514
2609
$359K ﹤0.01%
33,541
-61,503
2610
$358K ﹤0.01%
41,524
-28,007
2611
$358K ﹤0.01%
4,962
-1,356
2612
$357K ﹤0.01%
14,071
-1,015
2613
$357K ﹤0.01%
5,810
2614
$354K ﹤0.01%
34,413
-16,781
2615
$354K ﹤0.01%
32,789
-46,613
2616
$354K ﹤0.01%
69,631
-94,381
2617
$353K ﹤0.01%
23,450
-5,724
2618
$353K ﹤0.01%
5,456
2619
$351K ﹤0.01%
32,980
2620
$351K ﹤0.01%
68,291
-86,474
2621
$351K ﹤0.01%
17,611
-28,958
2622
$350K ﹤0.01%
12,918
-3,025
2623
$348K ﹤0.01%
6,657
-9,217
2624
$348K ﹤0.01%
22,769
-19,810
2625
$347K ﹤0.01%
17,044
-4,116