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
3001
$167K ﹤0.01%
70,019
-96,020
3002
$167K ﹤0.01%
16,753
-9,100
3003
$167K ﹤0.01%
6,218
-7,501
3004
$166K ﹤0.01%
30,772
-17,891
3005
$166K ﹤0.01%
4,399
-1,116
3006
$166K ﹤0.01%
3,448
+396
3007
$165K ﹤0.01%
17,654
-26,197
3008
$165K ﹤0.01%
16,582
+9,681
3009
$165K ﹤0.01%
8,554
-12,434
3010
$165K ﹤0.01%
5,626
-2,348
3011
$165K ﹤0.01%
26,576
-44,939
3012
$165K ﹤0.01%
55,070
-49,270
3013
$163K ﹤0.01%
19,838
-4,788
3014
$162K ﹤0.01%
23,431
-10,110
3015
$162K ﹤0.01%
16,412
-26,197
3016
$162K ﹤0.01%
12,979
-19,697
3017
$161K ﹤0.01%
1,513
+1,165
3018
$161K ﹤0.01%
5,950
-34,878
3019
$161K ﹤0.01%
38,936
+18,333
3020
$161K ﹤0.01%
+18,260
3021
$161K ﹤0.01%
72,332
-47,277
3022
$160K ﹤0.01%
+24,758
3023
$160K ﹤0.01%
+11,484
3024
$160K ﹤0.01%
4,090
-242,672
3025
$160K ﹤0.01%
16,563
-14,844