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
$89.9B
AUM Growth
-$34.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,215
New
Increased
Reduced
Closed

Top Buys

1 +$1.04B
2 +$957M
3 +$433M
4
PINS icon
Pinterest
PINS
+$422M
5
CL icon
Colgate-Palmolive
CL
+$396M

Sector Composition

1 Technology 23.46%
2 Financials 13.32%
3 Healthcare 10.99%
4 Consumer Discretionary 9.93%
5 Communication Services 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3151
$143K ﹤0.01%
5,395
+5,039
3152
$143K ﹤0.01%
2,800
3153
$143K ﹤0.01%
4,215
-123
3154
$143K ﹤0.01%
11,919
-7,346
3155
$142K ﹤0.01%
4,804
-14,491
3156
$142K ﹤0.01%
1,153
-94
3157
$142K ﹤0.01%
1,827
-4,255
3158
$142K ﹤0.01%
6,783
+5,546
3159
$141K ﹤0.01%
2,329
-11,950
3160
$141K ﹤0.01%
18,000
-2,099
3161
$141K ﹤0.01%
33,332
+24,536
3162
$141K ﹤0.01%
17,236
-10,346
3163
$140K ﹤0.01%
6,289
+4,416
3164
$140K ﹤0.01%
75,254
-7,983
3165
$140K ﹤0.01%
5,571
-34,739
3166
$140K ﹤0.01%
5,810
-800
3167
$139K ﹤0.01%
5,360
+5,302
3168
$139K ﹤0.01%
31,033
-11,933
3169
$139K ﹤0.01%
6,242
+5,607
3170
$139K ﹤0.01%
32,012
-744
3171
$139K ﹤0.01%
10,556
-28,758
3172
$139K ﹤0.01%
2,064
-4,923
3173
$139K ﹤0.01%
2,463
-5,403
3174
$138K ﹤0.01%
23
3175
$138K ﹤0.01%
5,577