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
$55.2B
AUM Growth
+$2.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,683
New
Increased
Reduced
Closed

Top Sells

1 +$629M
2 +$501M
3 +$473M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$242M
5
EBAY icon
eBay
EBAY
+$232M

Sector Composition

1 Healthcare 10.67%
2 Technology 8.63%
3 Energy 7.4%
4 Financials 7.24%
5 Communication Services 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2826
$54K ﹤0.01%
1,200
-31,400
2827
$54K ﹤0.01%
+1,246
2828
$54K ﹤0.01%
2,671
+1,484
2829
$54K ﹤0.01%
17,791
-72,160
2830
$53K ﹤0.01%
3,609
+1,410
2831
$53K ﹤0.01%
1,250
-2,992
2832
$53K ﹤0.01%
2,222
-235,518
2833
$53K ﹤0.01%
92
-181
2834
$53K ﹤0.01%
+8,820
2835
$52K ﹤0.01%
935
-3,181
2836
$52K ﹤0.01%
1,613
+616
2837
$52K ﹤0.01%
837
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2838
$52K ﹤0.01%
495
-134
2839
$52K ﹤0.01%
883
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2840
$52K ﹤0.01%
7,366
+4,884
2841
$52K ﹤0.01%
786
-1,792
2842
$52K ﹤0.01%
4,357
+2,110
2843
$51K ﹤0.01%
528
-32,831
2844
$51K ﹤0.01%
1,419
+814
2845
$51K ﹤0.01%
539
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2846
$51K ﹤0.01%
7,270
-50
2847
$51K ﹤0.01%
26
-21
2848
$51K ﹤0.01%
640
-1,932
2849
$51K ﹤0.01%
656
+197
2850
$51K ﹤0.01%
2,026
+1,176