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
2626
$363K ﹤0.01%
29,134
-439
2627
$362K ﹤0.01%
6,206
+669
2628
$361K ﹤0.01%
16,895
-3,004
2629
$361K ﹤0.01%
22,731
-496
2630
$361K ﹤0.01%
12,262
+2,349
2631
$360K ﹤0.01%
19,794
-552
2632
$357K ﹤0.01%
12,445
-319
2633
$356K ﹤0.01%
86,446
+44,056
2634
$355K ﹤0.01%
18,365
+1,641
2635
$354K ﹤0.01%
49,265
-90,125
2636
$354K ﹤0.01%
13,410
-2,130
2637
$354K ﹤0.01%
46,656
2638
$354K ﹤0.01%
72,002
-5,167
2639
$353K ﹤0.01%
807
-90
2640
$353K ﹤0.01%
136,311
+94,149
2641
$352K ﹤0.01%
21,223
-583
2642
$351K ﹤0.01%
36,537
-3,402
2643
$351K ﹤0.01%
19,830
-13,300
2644
$351K ﹤0.01%
47,392
+549
2645
$351K ﹤0.01%
16,796
+1,412
2646
$349K ﹤0.01%
23,025
+3,458
2647
$347K ﹤0.01%
15,624
-2,002
2648
$347K ﹤0.01%
18,572
-876
2649
$347K ﹤0.01%
35,053
-1,065
2650
$347K ﹤0.01%
268,640
-6,491