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
2801
$251K ﹤0.01%
69,521
-4,069
2802
$251K ﹤0.01%
+8,274
2803
$250K ﹤0.01%
4,970
2804
$249K ﹤0.01%
3,816
-6,926
2805
$249K ﹤0.01%
+8,434
2806
$249K ﹤0.01%
1,060
-4,694
2807
$248K ﹤0.01%
15,091
-17,422
2808
$247K ﹤0.01%
2,000
-1,843
2809
$247K ﹤0.01%
35,890
-22,715
2810
$247K ﹤0.01%
11,823
-7,521
2811
$247K ﹤0.01%
3,735
-9,737
2812
$246K ﹤0.01%
70,833
-138,935
2813
$246K ﹤0.01%
3,032
+1,833
2814
$244K ﹤0.01%
21,182
-83,313
2815
$244K ﹤0.01%
22,092
-113,852
2816
$244K ﹤0.01%
+13,500
2817
$243K ﹤0.01%
25,136
2818
$243K ﹤0.01%
27,248
-35,370
2819
$242K ﹤0.01%
19,663
-26,698
2820
$241K ﹤0.01%
72,033
-16,875
2821
$241K ﹤0.01%
79,109
-121,686
2822
$241K ﹤0.01%
38,363
-56,682
2823
$240K ﹤0.01%
9,998
-2,940
2824
$240K ﹤0.01%
28,714
-7,813
2825
$240K ﹤0.01%
10,338
-15,328