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
$60.7B
AUM Growth
-$30.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,208
New
Increased
Reduced
Closed

Top Sells

1 +$905M
2 +$735M
3 +$609M
4
LIN icon
Linde
LIN
+$517M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$488M

Sector Composition

1 Technology 17.22%
2 Healthcare 10.49%
3 Financials 9.69%
4 Communication Services 7.93%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3026
$50K ﹤0.01%
3,137
-6,483
3027
$50K ﹤0.01%
3,344
-6,934
3028
$50K ﹤0.01%
21,874
-23,659
3029
$49K ﹤0.01%
3,315
-6,895
3030
$49K ﹤0.01%
2,678
-6,492
3031
$49K ﹤0.01%
21,486
-44,880
3032
$49K ﹤0.01%
12,281
-24,769
3033
$48K ﹤0.01%
11,248
-22,414
3034
$48K ﹤0.01%
3,831
-115,894
3035
$48K ﹤0.01%
10,193
-20,996
3036
$48K ﹤0.01%
3,724
-7,767
3037
$48K ﹤0.01%
10,675
-8,783
3038
$48K ﹤0.01%
8,263
-16,963
3039
$48K ﹤0.01%
238,561
-109,113
3040
$47K ﹤0.01%
2,729
-5,526
3041
$47K ﹤0.01%
2,887
-5,973
3042
$47K ﹤0.01%
3,236
+2,236
3043
$47K ﹤0.01%
4,564
-9,440
3044
$47K ﹤0.01%
5,820
-12,027
3045
$46K ﹤0.01%
13,404
-25,673
3046
$46K ﹤0.01%
921
-1,872
3047
$46K ﹤0.01%
400
-4,443
3048
$46K ﹤0.01%
+12,500
3049
$46K ﹤0.01%
6,186
-7,187
3050
$46K ﹤0.01%
3,359
-6,952