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
$40.4B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Buys

1 +$4.56B
2 +$797M
3 +$786M
4
FON
SPRINT CORP FON COM
FON
+$724M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$672M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.01%
2 Financials 8.92%
3 Technology 7.95%
4 Communication Services 7%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2776
$137K ﹤0.01%
+133,730
2777
$137K ﹤0.01%
+5,501
2778
$136K ﹤0.01%
+5,535
2779
$136K ﹤0.01%
+2
2780
$136K ﹤0.01%
+1,516
2781
$136K ﹤0.01%
+12,355
2782
$135K ﹤0.01%
+21,989
2783
$135K ﹤0.01%
+4,510
2784
$134K ﹤0.01%
+5,302
2785
$134K ﹤0.01%
+5,093
2786
$133K ﹤0.01%
+13,530
2787
$133K ﹤0.01%
+6,982
2788
$133K ﹤0.01%
+2,498
2789
$133K ﹤0.01%
+61,006
2790
$133K ﹤0.01%
+14,844
2791
$133K ﹤0.01%
+18,364
2792
$133K ﹤0.01%
+6,501
2793
$133K ﹤0.01%
+3,534
2794
$133K ﹤0.01%
+5,651
2795
$132K ﹤0.01%
+21,237
2796
$131K ﹤0.01%
+3,544
2797
$131K ﹤0.01%
+12,970
2798
$131K ﹤0.01%
+15,960
2799
$130K ﹤0.01%
+6,129
2800
$130K ﹤0.01%
+10,775