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
3201
$97K ﹤0.01%
10,809
+2,430
3202
$96.8K ﹤0.01%
+233,292
3203
$96.7K ﹤0.01%
22,591
+6,660
3204
$96.6K ﹤0.01%
1,227
-59
3205
$96.5K ﹤0.01%
20,986
-504,978
3206
$95.6K ﹤0.01%
43,266
+28,156
3207
$95.5K ﹤0.01%
1,644
-9
3208
$95.1K ﹤0.01%
6,182
3209
$94.2K ﹤0.01%
7,810
-850
3210
$94.1K ﹤0.01%
33,245
3211
$93.7K ﹤0.01%
5,932
-508
3212
$93.4K ﹤0.01%
10,219
-22,222
3213
$93.2K ﹤0.01%
+76,391
3214
$93.1K ﹤0.01%
70,000
3215
$93.1K ﹤0.01%
22,425
-2,969
3216
$92.8K ﹤0.01%
5,453
-521
3217
$92.4K ﹤0.01%
4,723
-305
3218
$92.2K ﹤0.01%
3,677
-3,956
3219
$92.2K ﹤0.01%
12,054
-832
3220
$92.1K ﹤0.01%
21,871
-1,113
3221
$91.7K ﹤0.01%
458,333
3222
$91.4K ﹤0.01%
4,203
-5,470
3223
$90.5K ﹤0.01%
9,272
-48,538
3224
$90K ﹤0.01%
4,821
-5,179
3225
$89.9K ﹤0.01%
38,258
+2,208