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
3051
$46K ﹤0.01%
427
-863
3052
$46K ﹤0.01%
333
-366
3053
$46K ﹤0.01%
1,819
-3,681
3054
$46K ﹤0.01%
12,243
-10,988
3055
$46K ﹤0.01%
5,958
-13,042
3056
$46K ﹤0.01%
4,256
-8,872
3057
$46K ﹤0.01%
13,292
-41,870
3058
$46K ﹤0.01%
2,982
-6,346
3059
$45K ﹤0.01%
11,007
-15,903
3060
$45K ﹤0.01%
+7,823
3061
$45K ﹤0.01%
1
3062
$45K ﹤0.01%
1,362
-69,062
3063
$45K ﹤0.01%
5,779
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3064
$45K ﹤0.01%
2,687
-5,653
3065
$44K ﹤0.01%
6,854
-13,863
3066
$44K ﹤0.01%
1,110
-2,206
3067
$44K ﹤0.01%
3,690
-7,518
3068
$44K ﹤0.01%
1,183
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3069
$44K ﹤0.01%
3,283
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3070
$44K ﹤0.01%
4,122
-8,768
3071
$44K ﹤0.01%
7,700
-3,574
3072
$44K ﹤0.01%
10,416
-7,415
3073
$44K ﹤0.01%
1,369
+764
3074
$44K ﹤0.01%
13,641
-27,370
3075
$43K ﹤0.01%
1,100
+434