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
$154B
AUM Growth
+$1.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,557
New
Increased
Reduced
Closed

Top Buys

1 +$978M
2 +$812M
3 +$602M
4
AAPL icon
Apple
AAPL
+$518M
5
NVDA icon
NVIDIA
NVDA
+$412M

Sector Composition

1 Technology 28.65%
2 Financials 12.34%
3 Healthcare 11.76%
4 Consumer Discretionary 10.56%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2951
$186K ﹤0.01%
17,956
-674
2952
$186K ﹤0.01%
13,629
-1,198
2953
$186K ﹤0.01%
17,291
-888
2954
$185K ﹤0.01%
1,745
2955
$183K ﹤0.01%
13,175
+8,352
2956
$183K ﹤0.01%
14,204
-837
2957
$182K ﹤0.01%
48,080
+280
2958
$182K ﹤0.01%
4,822
-180
2959
$181K ﹤0.01%
12,097
-728
2960
$181K ﹤0.01%
19,794
+3,889
2961
$181K ﹤0.01%
17,922
+12,443
2962
$180K ﹤0.01%
21,224
-910
2963
$180K ﹤0.01%
16,758
-1,300
2964
$179K ﹤0.01%
800
-172,910
2965
$179K ﹤0.01%
3,582,195
+1,058,820
2966
$179K ﹤0.01%
40,020
-2,323
2967
$178K ﹤0.01%
20,768
-8,450
2968
$178K ﹤0.01%
37,964
-211,195
2969
$177K ﹤0.01%
+39,750
2970
$176K ﹤0.01%
64,800
2971
$176K ﹤0.01%
10,972
-2,432
2972
$175K ﹤0.01%
+16,986
2973
$175K ﹤0.01%
36,159
+2,737
2974
$175K ﹤0.01%
23,814
+10,420
2975
$174K ﹤0.01%
18,312
-1,886