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
$104B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,080
New
Increased
Reduced
Closed

Sector Composition

1 Technology 22.43%
2 Financials 13.7%
3 Consumer Discretionary 10.25%
4 Communication Services 10.01%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3301
$107K ﹤0.01%
1,950
+1,195
3302
$107K ﹤0.01%
14,295
+8,775
3303
$107K ﹤0.01%
2,002
+1,229
3304
$107K ﹤0.01%
7,260
+7,188
3305
$106K ﹤0.01%
10,094
-21,173
3306
$106K ﹤0.01%
2,452
+1,507
3307
$105K ﹤0.01%
4,997
+3,068
3308
$105K ﹤0.01%
+2,500
3309
$105K ﹤0.01%
8,642
+5,306
3310
$104K ﹤0.01%
14,278
+8,767
3311
$104K ﹤0.01%
5,497
+3,376
3312
$104K ﹤0.01%
2,007
-535,243
3313
$104K ﹤0.01%
13,193
+8,058
3314
$104K ﹤0.01%
5,670
+3,481
3315
$104K ﹤0.01%
5,963
+3,604
3316
$104K ﹤0.01%
14,937
+8,069
3317
$103K ﹤0.01%
13,528
+9,146
3318
$103K ﹤0.01%
5,710
+3,506
3319
$103K ﹤0.01%
21,756
+13,222
3320
$103K ﹤0.01%
+1,681
3321
$102K ﹤0.01%
10,511
-33,032
3322
$102K ﹤0.01%
36,807
+22,595
3323
$100K ﹤0.01%
770
-11,695
3324
$100K ﹤0.01%
10,224
-56,423
3325
$100K ﹤0.01%
7,469
+4,589