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
$68.8B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,762
New
Increased
Reduced
Closed

Top Sells

1 +$431M
2 +$223M
3 +$213M
4
HAL icon
Halliburton
HAL
+$211M
5
BMY icon
Bristol-Myers Squibb
BMY
+$204M

Sector Composition

1 Technology 17.28%
2 Financials 11.91%
3 Healthcare 11.8%
4 Consumer Discretionary 10.58%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2851
$263K ﹤0.01%
3,637
-3,406
2852
$262K ﹤0.01%
17,366
+2,103
2853
$262K ﹤0.01%
8,294
+7,147
2854
$261K ﹤0.01%
17,097
+13,760
2855
$261K ﹤0.01%
40,201
+29,849
2856
$260K ﹤0.01%
6,893
+5,696
2857
$260K ﹤0.01%
25,873
+19,382
2858
$258K ﹤0.01%
17,837
-8,095
2859
$258K ﹤0.01%
34,016
+27,820
2860
$258K ﹤0.01%
15,596
-2,266
2861
$257K ﹤0.01%
552
-8
2862
$257K ﹤0.01%
+7,000
2863
$257K ﹤0.01%
62,859
+59,715
2864
$257K ﹤0.01%
5,128
+4,194
2865
$255K ﹤0.01%
18,055
-3,717
2866
$254K ﹤0.01%
13,019
+11,290
2867
$254K ﹤0.01%
10,773
+6,325
2868
$254K ﹤0.01%
105,194
+80,528
2869
$254K ﹤0.01%
7,909
+6,365
2870
$254K ﹤0.01%
4,877
+3,983
2871
$254K ﹤0.01%
8,141
-1,155
2872
$254K ﹤0.01%
28,882
+23,682
2873
$253K ﹤0.01%
23,833
-41,458
2874
$252K ﹤0.01%
8,746
+1,513
2875
$252K ﹤0.01%
24,895
+11,820