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
2926
$63K ﹤0.01%
1,061
-2,229
2927
$63K ﹤0.01%
15,536
-48,453
2928
$63K ﹤0.01%
3,503
-6,980
2929
$63K ﹤0.01%
23,687
-6,620
2930
$63K ﹤0.01%
+788
2931
$62K ﹤0.01%
7,446
-18,953
2932
$62K ﹤0.01%
11,504
-10,068
2933
$62K ﹤0.01%
5,281
-10,853
2934
$62K ﹤0.01%
7,306
-215
2935
$62K ﹤0.01%
2,546
-5,230
2936
$61K ﹤0.01%
8,634
-17,867
2937
$61K ﹤0.01%
2,307
-4,603
2938
$61K ﹤0.01%
14,166
-10,943
2939
$60K ﹤0.01%
5,081
-1,989
2940
$60K ﹤0.01%
4,371
-8,829
2941
$60K ﹤0.01%
1,600
2942
$60K ﹤0.01%
1,633
-3,359
2943
$60K ﹤0.01%
29,277
-40,613
2944
$60K ﹤0.01%
2,937
-6,106
2945
$59K ﹤0.01%
24,303
-48,967
2946
$59K ﹤0.01%
13,161
-27,220
2947
$59K ﹤0.01%
302
+83
2948
$59K ﹤0.01%
464
-943
2949
$59K ﹤0.01%
5,940
-11,571
2950
$59K ﹤0.01%
2,782
-2,236