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
$40.4B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Buys

1 +$4.56B
2 +$797M
3 +$786M
4
FON
SPRINT CORP FON COM
FON
+$724M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$672M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.01%
2 Financials 8.92%
3 Technology 7.95%
4 Communication Services 7%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3301
$41K ﹤0.01%
+2,457
3302
$41K ﹤0.01%
+2,712
3303
$41K ﹤0.01%
+108
3304
$41K ﹤0.01%
+1,834
3305
$41K ﹤0.01%
+9,832
3306
$41K ﹤0.01%
+2,764
3307
$41K ﹤0.01%
+6,225
3308
$41K ﹤0.01%
+776
3309
$41K ﹤0.01%
+10,049
3310
$40K ﹤0.01%
+1,420
3311
$40K ﹤0.01%
+1,720
3312
$40K ﹤0.01%
+2,218
3313
$40K ﹤0.01%
+1,040
3314
$40K ﹤0.01%
+2,573
3315
$40K ﹤0.01%
+2,355
3316
$40K ﹤0.01%
+10,708
3317
$39K ﹤0.01%
+4,094
3318
$39K ﹤0.01%
+2,544
3319
$39K ﹤0.01%
+121
3320
$39K ﹤0.01%
+1,722
3321
$39K ﹤0.01%
+2,195
3322
$39K ﹤0.01%
+1,783
3323
$39K ﹤0.01%
+2,556
3324
$39K ﹤0.01%
+238
3325
$39K ﹤0.01%
+3,396