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%
1,083
-2,182
3327
$17K ﹤0.01%
11,847
-24,741
3328
$17K ﹤0.01%
2,392
+539
3329
$17K ﹤0.01%
456
-27,853
3330
$17K ﹤0.01%
+247
3331
$17K ﹤0.01%
433
-951
3332
$17K ﹤0.01%
227
-466
3333
$17K ﹤0.01%
+1,200
3334
$17K ﹤0.01%
1,825
-1,550
3335
$17K ﹤0.01%
14,579
-30,422
3336
$16K ﹤0.01%
3,181
-5,945
3337
$16K ﹤0.01%
2,357
-4,752
3338
$16K ﹤0.01%
2,957
-6,176
3339
$16K ﹤0.01%
4,662
3340
$16K ﹤0.01%
2,917
-5,865
3341
$16K ﹤0.01%
10,771
-30,175
3342
$16K ﹤0.01%
208
-18
3343
$16K ﹤0.01%
209
-427
3344
$16K ﹤0.01%
500
-46,136
3345
$16K ﹤0.01%
4,301
-9,016
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%
358
-746