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
3126
$122K ﹤0.01%
821
-26
3127
$121K ﹤0.01%
2,226
3128
$121K ﹤0.01%
6,020
3129
$121K ﹤0.01%
6,676
-754
3130
$120K ﹤0.01%
+18,432
3131
$119K ﹤0.01%
22,757
-91,464
3132
$119K ﹤0.01%
15,608
+1,982
3133
$119K ﹤0.01%
26,794
+1,659
3134
$119K ﹤0.01%
+36,070
3135
$119K ﹤0.01%
1,306
-907
3136
$119K ﹤0.01%
+27,168
3137
$118K ﹤0.01%
50,421
-22,398
3138
$118K ﹤0.01%
21,648
-200
3139
$117K ﹤0.01%
+14,518
3140
$117K ﹤0.01%
16,120
-604
3141
$116K ﹤0.01%
6,832
-1,213
3142
$115K ﹤0.01%
5,920
+1,600
3143
$115K ﹤0.01%
9,292
+3,741
3144
$115K ﹤0.01%
+22,316
3145
$114K ﹤0.01%
7,521
+4,649
3146
$114K ﹤0.01%
63,384
+27,843
3147
$114K ﹤0.01%
+57,158
3148
$114K ﹤0.01%
20,676
+16,082
3149
$114K ﹤0.01%
530
3150
$113K ﹤0.01%
10,166
-765