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
$60.7B
AUM Growth
-$30.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,208
New
Increased
Reduced
Closed

Top Sells

1 +$905M
2 +$735M
3 +$609M
4
LIN icon
Linde
LIN
+$517M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$488M

Sector Composition

1 Technology 17.22%
2 Healthcare 10.49%
3 Financials 9.69%
4 Communication Services 7.93%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2701
$115K ﹤0.01%
19,304
-20,097
2702
$115K ﹤0.01%
10,979
-22,083
2703
$115K ﹤0.01%
1,357
-2,172
2704
$115K ﹤0.01%
8,471
-6,849
2705
$115K ﹤0.01%
11,502
-28,327
2706
$115K ﹤0.01%
2,035
-4,100
2707
$114K ﹤0.01%
3,634
-4,388
2708
$114K ﹤0.01%
7,866
-16,106
2709
$114K ﹤0.01%
10,664
-98,140
2710
$114K ﹤0.01%
23,620
-28,105
2711
$114K ﹤0.01%
6,986
-16,573
2712
$113K ﹤0.01%
23,100
+7,100
2713
$112K ﹤0.01%
6,132
-5,103
2714
$112K ﹤0.01%
4,586
-5,000
2715
$112K ﹤0.01%
45,544
-303,883
2716
$112K ﹤0.01%
5,666
-11,353
2717
$111K ﹤0.01%
+12,600
2718
$111K ﹤0.01%
17,099
-12,435
2719
$111K ﹤0.01%
6,164
-12,743
2720
$111K ﹤0.01%
15,579
-31,153
2721
$111K ﹤0.01%
8,637
-8,578
2722
$111K ﹤0.01%
+14,049
2723
$110K ﹤0.01%
+34,000
2724
$110K ﹤0.01%
3,000
2725
$109K ﹤0.01%
31,835
-654