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
$218B
AUM Growth
-$3.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,468
New
Increased
Reduced
Closed

Top Sells

1 +$2.77B
2 +$1.3B
3 +$1.22B
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.11B
5
PG icon
Procter & Gamble
PG
+$915M

Sector Composition

1 Technology 33.53%
2 Consumer Discretionary 10.88%
3 Financials 10.79%
4 Communication Services 9.25%
5 Healthcare 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2976
$176K ﹤0.01%
17,281
+690
2977
$176K ﹤0.01%
13,118
-21,874
2978
$175K ﹤0.01%
13,659
-20,717
2979
$175K ﹤0.01%
138,921
-579,636
2980
$174K ﹤0.01%
62,761
-73,207
2981
$174K ﹤0.01%
+8,100
2982
$174K ﹤0.01%
42,767
-34,876
2983
$174K ﹤0.01%
6,034
-10,029
2984
$173K ﹤0.01%
14,960
-16,551
2985
$173K ﹤0.01%
51,358
-64,833
2986
$172K ﹤0.01%
1,225
-1,418
2987
$172K ﹤0.01%
6,897
-211
2988
$172K ﹤0.01%
10,705
-1,217
2989
$172K ﹤0.01%
763
-1,900
2990
$171K ﹤0.01%
50,052
+33,710
2991
$171K ﹤0.01%
10,574
-3,702
2992
$171K ﹤0.01%
11,820
-60,450
2993
$170K ﹤0.01%
28,231
-13,751
2994
$169K ﹤0.01%
45,791
+11,091
2995
$168K ﹤0.01%
38,121
-62,730
2996
$168K ﹤0.01%
7,430
2997
$168K ﹤0.01%
4,057
-13,311
2998
$168K ﹤0.01%
6,362
-9,884
2999
$168K ﹤0.01%
1,932
-2,762
3000
$167K ﹤0.01%
12,716
-8,199