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
$104B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,080
New
Increased
Reduced
Closed

Sector Composition

1 Technology 22.43%
2 Financials 13.7%
3 Consumer Discretionary 10.25%
4 Communication Services 10.01%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2901
$300K ﹤0.01%
25,850
+4,311
2902
$299K ﹤0.01%
34,344
+21,084
2903
$299K ﹤0.01%
+11,937
2904
$297K ﹤0.01%
19,052
-26,504
2905
$297K ﹤0.01%
16,647
+3,515
2906
$295K ﹤0.01%
18,250
+8,502
2907
$295K ﹤0.01%
+3,000
2908
$295K ﹤0.01%
17,645
+10,887
2909
$295K ﹤0.01%
29,183
+4,752
2910
$294K ﹤0.01%
8,903
+632
2911
$294K ﹤0.01%
17,436
+1,881
2912
$294K ﹤0.01%
5,852
+3,593
2913
$292K ﹤0.01%
6,517
+2,767
2914
$291K ﹤0.01%
11,796
-484
2915
$291K ﹤0.01%
1,541
+971
2916
$290K ﹤0.01%
11,301
+1,641
2917
$290K ﹤0.01%
1,709
+887
2918
$289K ﹤0.01%
14,677
+9,010
2919
$289K ﹤0.01%
14,483
+3,675
2920
$289K ﹤0.01%
5,890
+515
2921
$289K ﹤0.01%
10,992
-6,680
2922
$288K ﹤0.01%
1,073
+953
2923
$288K ﹤0.01%
44,326
+27,103
2924
$288K ﹤0.01%
20,502
+6,990
2925
$287K ﹤0.01%
19,724
+8,909