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
$60.7B
AUM Growth
-$30.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,208
New
Increased
Reduced
Closed

Top Sells

1 +$905M
2 +$735M
3 +$609M
4
LIN icon
Linde
LIN
+$517M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$488M

Sector Composition

1 Technology 17.22%
2 Healthcare 10.49%
3 Financials 9.69%
4 Communication Services 7.93%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3326
$17K ﹤0.01%
+247
3327
$17K ﹤0.01%
456
-27,853
3328
$17K ﹤0.01%
2,392
+539
3329
$17K ﹤0.01%
11,847
-24,741
3330
$17K ﹤0.01%
1,083
-2,182
3331
$17K ﹤0.01%
1,920
-6,015
3332
$17K ﹤0.01%
1,775
-3,707
3333
$17K ﹤0.01%
765
3334
$17K ﹤0.01%
1,113
-1,334
3335
$17K ﹤0.01%
2,290
-4,545
3336
$16K ﹤0.01%
4,301
-9,016
3337
$16K ﹤0.01%
500
-46,136
3338
$16K ﹤0.01%
209
-427
3339
$16K ﹤0.01%
208
-18
3340
$16K ﹤0.01%
10,771
-30,175
3341
$16K ﹤0.01%
2,917
-5,865
3342
$16K ﹤0.01%
4,662
3343
$16K ﹤0.01%
2,957
-6,176
3344
$16K ﹤0.01%
2,357
-4,752
3345
$16K ﹤0.01%
3,181
-5,945
3346
$15K ﹤0.01%
10,127
-68,248
3347
$15K ﹤0.01%
16,245
-14,031
3348
$15K ﹤0.01%
436
-2,772
3349
$15K ﹤0.01%
1,865
-3,695
3350
$14K ﹤0.01%
238
-484