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
$218B
AUM Growth
-$3.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,468
New
Increased
Reduced
Closed

Top Sells

1 +$2.77B
2 +$1.3B
3 +$1.22B
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.11B
5
PG icon
Procter & Gamble
PG
+$915M

Sector Composition

1 Technology 33.53%
2 Consumer Discretionary 10.88%
3 Financials 10.79%
4 Communication Services 9.25%
5 Healthcare 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2776
$261K ﹤0.01%
7,500
2777
$261K ﹤0.01%
32,110
-5,665
2778
$261K ﹤0.01%
+575
2779
$260K ﹤0.01%
63,647
-2,670
2780
$260K ﹤0.01%
26,880
-1,907
2781
$260K ﹤0.01%
35,057
-31,054
2782
$259K ﹤0.01%
1,828
-2,501
2783
$259K ﹤0.01%
46,444
-60,174
2784
$258K ﹤0.01%
23,576
+4,704
2785
$258K ﹤0.01%
155,477
-41,369
2786
$258K ﹤0.01%
62,127
+19,028
2787
$258K ﹤0.01%
6,774
-15,563
2788
$258K ﹤0.01%
31,869
-38,333
2789
$257K ﹤0.01%
40,741
-9,344
2790
$257K ﹤0.01%
32,002
-53,663
2791
$257K ﹤0.01%
12,482
-2,859
2792
$256K ﹤0.01%
29,701
-41,486
2793
$256K ﹤0.01%
18,693
-11,307
2794
$255K ﹤0.01%
20,889
-25,818
2795
$254K ﹤0.01%
6,266
-8,250
2796
$254K ﹤0.01%
31,383
+23,703
2797
$254K ﹤0.01%
13,647
-16,894
2798
$254K ﹤0.01%
6,758
-11,093
2799
$252K ﹤0.01%
31,966
-76,381
2800
$251K ﹤0.01%
14,904
-1,639