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
3001
$164K ﹤0.01%
1,008
+20
3002
$163K ﹤0.01%
60,820
+15,547
3003
$162K ﹤0.01%
15,605
-1,629
3004
$162K ﹤0.01%
8,245
+2,391
3005
$162K ﹤0.01%
7,666
-738
3006
$160K ﹤0.01%
3,599
-463
3007
$160K ﹤0.01%
61,307
-4,112
3008
$160K ﹤0.01%
50,546
-1,040
3009
$159K ﹤0.01%
7,430
3010
$159K ﹤0.01%
18,483
-3,045
3011
$159K ﹤0.01%
16,419
-889
3012
$159K ﹤0.01%
56,080
-6,944
3013
$158K ﹤0.01%
23,235
-313
3014
$155K ﹤0.01%
+5,238
3015
$154K ﹤0.01%
18,413
-348
3016
$154K ﹤0.01%
18,902
+12,367
3017
$154K ﹤0.01%
3,591
3018
$154K ﹤0.01%
47,720
+16,564
3019
$154K ﹤0.01%
2,837
-28,268
3020
$154K ﹤0.01%
26,807
+1,260
3021
$153K ﹤0.01%
9,932
+1,363
3022
$153K ﹤0.01%
35,009
+1,373
3023
$153K ﹤0.01%
12,913
-1,048
3024
$152K ﹤0.01%
31,422
-52,511
3025
$152K ﹤0.01%
1,403