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
3276
$89.2K ﹤0.01%
1,941
3277
$89.1K ﹤0.01%
2,735
3278
$89K ﹤0.01%
6,182
3279
$88.9K ﹤0.01%
4,970
-5,306
3280
$88.9K ﹤0.01%
6,497
-6,593
3281
$88.8K ﹤0.01%
8,415
-5,569
3282
$88.7K ﹤0.01%
72,112
-562,086
3283
$88.1K ﹤0.01%
52,112
-32,066
3284
$87.9K ﹤0.01%
880
-4,525
3285
$87.9K ﹤0.01%
3,751
-3,630
3286
$87.5K ﹤0.01%
11,319
-22,054
3287
$87.3K ﹤0.01%
7,164
+207
3288
$87.1K ﹤0.01%
+3,838
3289
$87K ﹤0.01%
5,018
-26,268
3290
$86.9K ﹤0.01%
10,573
-4,484
3291
$86.6K ﹤0.01%
2,250
3292
$86.4K ﹤0.01%
1,606
3293
$86.2K ﹤0.01%
30,890
-3,887
3294
$86.1K ﹤0.01%
+11,191
3295
$85.8K ﹤0.01%
4,900
3296
$85.6K ﹤0.01%
34,940
-37,502
3297
$85K ﹤0.01%
57,049
-23,397
3298
$84.9K ﹤0.01%
4,828
-2,979
3299
$84.9K ﹤0.01%
227
3300
$84.8K ﹤0.01%
+41,985