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
$60.7B
AUM Growth
-$30.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,208
New
Increased
Reduced
Closed

Top Sells

1 +$905M
2 +$735M
3 +$609M
4
LIN icon
Linde
LIN
+$517M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$488M

Sector Composition

1 Technology 17.22%
2 Healthcare 10.49%
3 Financials 9.69%
4 Communication Services 7.93%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2901
$67K ﹤0.01%
2,350
-4,966
2902
$67K ﹤0.01%
2,729
-5,685
2903
$67K ﹤0.01%
10,739
-9,910
2904
$66K ﹤0.01%
+4,776
2905
$66K ﹤0.01%
4,964
-6,950
2906
$66K ﹤0.01%
12,198
-13,238
2907
$66K ﹤0.01%
7,192
-13,752
2908
$66K ﹤0.01%
13,206
-27,085
2909
$66K ﹤0.01%
147,589
-174,907
2910
$65K ﹤0.01%
9,681
-12,266
2911
$65K ﹤0.01%
17,000
-200
2912
$65K ﹤0.01%
127,771
-12,195
2913
$65K ﹤0.01%
3,591
2914
$65K ﹤0.01%
4,165
-9,744
2915
$64K ﹤0.01%
41,552
-41,390
2916
$64K ﹤0.01%
7,362
-6,537
2917
$64K ﹤0.01%
1,902
2918
$64K ﹤0.01%
22,062
-95,930
2919
$63K ﹤0.01%
9,379
-18,971
2920
$63K ﹤0.01%
903
2921
$63K ﹤0.01%
2,587
-5,317
2922
$63K ﹤0.01%
4,290
-8,620
2923
$63K ﹤0.01%
3,171
-6,872
2924
$63K ﹤0.01%
2,326
-4,824
2925
$63K ﹤0.01%
2,972
-6,140