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
$89.9B
AUM Growth
-$34.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,215
New
Increased
Reduced
Closed

Top Buys

1 +$1.04B
2 +$957M
3 +$433M
4
PINS icon
Pinterest
PINS
+$422M
5
CL icon
Colgate-Palmolive
CL
+$396M

Sector Composition

1 Technology 23.46%
2 Financials 13.32%
3 Healthcare 10.99%
4 Consumer Discretionary 9.93%
5 Communication Services 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2726
$328K ﹤0.01%
3,870
-6,145
2727
$328K ﹤0.01%
33,403
2728
$328K ﹤0.01%
33,315
-41,685
2729
$327K ﹤0.01%
27,087
-11,044
2730
$327K ﹤0.01%
8,542
+5,474
2731
$327K ﹤0.01%
13,974
-9,155
2732
$327K ﹤0.01%
33,064
2733
$326K ﹤0.01%
11,750
-15,529
2734
$326K ﹤0.01%
25,436
+6,065
2735
$324K ﹤0.01%
23,155
+2,769
2736
$323K ﹤0.01%
7,819
-7,251
2737
$323K ﹤0.01%
8,871
-6,588
2738
$323K ﹤0.01%
21,210
+7,181
2739
$323K ﹤0.01%
8,014
-8,683
2740
$322K ﹤0.01%
13,342
-10,489
2741
$322K ﹤0.01%
46,656
2742
$322K ﹤0.01%
979
-155
2743
$321K ﹤0.01%
13,036
-13,896
2744
$320K ﹤0.01%
32,090
-2,002
2745
$320K ﹤0.01%
14,103
+2,495
2746
$320K ﹤0.01%
5,674
-400
2747
$320K ﹤0.01%
22,374
-16,847
2748
$319K ﹤0.01%
87,832
+87,755
2749
$318K ﹤0.01%
26,850
+4,490
2750
$317K ﹤0.01%
6,928
+6,580