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
$40.4B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Buys

1 +$4.56B
2 +$797M
3 +$786M
4
FON
SPRINT CORP FON COM
FON
+$724M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$672M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.01%
2 Financials 8.92%
3 Technology 7.95%
4 Communication Services 7%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2951
$93K ﹤0.01%
+1,540
2952
$93K ﹤0.01%
+3,659
2953
$93K ﹤0.01%
+20,534
2954
$93K ﹤0.01%
+8,099
2955
$92K ﹤0.01%
+893
2956
$92K ﹤0.01%
+6,927
2957
$92K ﹤0.01%
+5,540
2958
$92K ﹤0.01%
+5,252
2959
$92K ﹤0.01%
+8,148
2960
$92K ﹤0.01%
+14,407
2961
$92K ﹤0.01%
+3,691
2962
$92K ﹤0.01%
+8,426
2963
$92K ﹤0.01%
+2,181
2964
$91K ﹤0.01%
+1,212
2965
$91K ﹤0.01%
+63,267
2966
$90K ﹤0.01%
+12,563
2967
$90K ﹤0.01%
+35,581
2968
$90K ﹤0.01%
+410
2969
$90K ﹤0.01%
+3,686
2970
$90K ﹤0.01%
+5,185
2971
$90K ﹤0.01%
+9,613
2972
$90K ﹤0.01%
+1,655
2973
$89K ﹤0.01%
+14,290
2974
$89K ﹤0.01%
+9,844
2975
$89K ﹤0.01%
+113,868