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
3101
$135K ﹤0.01%
9,087
-9,244
3102
$134K ﹤0.01%
10,302
-5,730
3103
$134K ﹤0.01%
133,891
-35,230
3104
$133K ﹤0.01%
92,602
-36,700
3105
$133K ﹤0.01%
1,900
3106
$133K ﹤0.01%
2,104
-3,200
3107
$133K ﹤0.01%
8,494
-61,949
3108
$132K ﹤0.01%
18,589
-27,629
3109
$132K ﹤0.01%
8,029
-4,815
3110
$131K ﹤0.01%
32,260
-66,752
3111
$131K ﹤0.01%
19,486
-32,636
3112
$131K ﹤0.01%
8,235
-17,519
3113
$130K ﹤0.01%
2,979
-757
3114
$130K ﹤0.01%
+7,393
3115
$130K ﹤0.01%
8,876
-10,262
3116
$129K ﹤0.01%
17,113
-8,281
3117
$129K ﹤0.01%
4,000
3118
$129K ﹤0.01%
3,543
-8,457
3119
$128K ﹤0.01%
22,033
+709
3120
$128K ﹤0.01%
12,405
-15,794
3121
$128K ﹤0.01%
1,586
-1,756
3122
$127K ﹤0.01%
33,979
-48,946
3123
$127K ﹤0.01%
8,689
-47,284
3124
$127K ﹤0.01%
+22,791
3125
$126K ﹤0.01%
12,364
-13,955