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
2701
$318K ﹤0.01%
3,408
+620
2702
$317K ﹤0.01%
26,063
+2,036
2703
$314K ﹤0.01%
29,143
-5,950
2704
$313K ﹤0.01%
16,685
+113
2705
$312K ﹤0.01%
4,211
+2,390
2706
$312K ﹤0.01%
30,000
2707
$311K ﹤0.01%
8,342
-863
2708
$310K ﹤0.01%
10,534
-6,598
2709
$310K ﹤0.01%
24,701
-4,227
2710
$310K ﹤0.01%
+8,000
2711
$308K ﹤0.01%
12,229
-13,364
2712
$308K ﹤0.01%
63,154
+4,169
2713
$306K ﹤0.01%
15,475
-16,527
2714
$306K ﹤0.01%
9,914
+556
2715
$304K ﹤0.01%
41,127
+28,892
2716
$304K ﹤0.01%
13,305
-827
2717
$302K ﹤0.01%
11,081
-999
2718
$301K ﹤0.01%
188,421
+27,946
2719
$300K ﹤0.01%
15,629
-791
2720
$298K ﹤0.01%
81,716
+28,041
2721
$297K ﹤0.01%
19,186
+7,133
2722
$297K ﹤0.01%
9,284
+3,016
2723
$297K ﹤0.01%
5,200
2724
$296K ﹤0.01%
43,991
-7,264
2725
$296K ﹤0.01%
28,533