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
2826
$124K ﹤0.01%
+62,001
2827
$123K ﹤0.01%
+9,400
2828
$123K ﹤0.01%
+2,736
2829
$122K ﹤0.01%
+6,816
2830
$122K ﹤0.01%
+12,851
2831
$122K ﹤0.01%
+7,107
2832
$121K ﹤0.01%
+1,600
2833
$121K ﹤0.01%
+8,649
2834
$121K ﹤0.01%
+14,284
2835
$120K ﹤0.01%
+8,914
2836
$120K ﹤0.01%
+8,463
2837
$120K ﹤0.01%
+7,363
2838
$120K ﹤0.01%
+7,745
2839
$120K ﹤0.01%
+5,201
2840
$120K ﹤0.01%
+4,015
2841
$120K ﹤0.01%
+139,096
2842
$120K ﹤0.01%
+9,610
2843
$119K ﹤0.01%
+11,489
2844
$119K ﹤0.01%
+107,122
2845
$119K ﹤0.01%
+8,135
2846
$119K ﹤0.01%
+15,376
2847
$118K ﹤0.01%
+8,453
2848
$118K ﹤0.01%
+3,901
2849
$118K ﹤0.01%
+329
2850
$118K ﹤0.01%
+1,482