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
3326
$99K ﹤0.01%
6,026
+3,711
3327
$98K ﹤0.01%
1,700
+1,121
3328
$98K ﹤0.01%
27,784
+17,055
3329
$98K ﹤0.01%
1,552
+190
3330
$97K ﹤0.01%
+1,317
3331
$97K ﹤0.01%
4,020
+2,439
3332
$96K ﹤0.01%
6,993
+4,293
3333
$96K ﹤0.01%
50,290
+49,855
3334
$96K ﹤0.01%
+832
3335
$96K ﹤0.01%
2,942
-7,235
3336
$95K ﹤0.01%
2,024
-1,224
3337
$95K ﹤0.01%
+14,954
3338
$94K ﹤0.01%
+11,028
3339
$93K ﹤0.01%
310
+190
3340
$93K ﹤0.01%
6,432
+3,948
3341
$93K ﹤0.01%
6,036
+3,708
3342
$93K ﹤0.01%
11,597
+7,708
3343
$92K ﹤0.01%
7,536
+4,626
3344
$92K ﹤0.01%
13,822
+8,485
3345
$91K ﹤0.01%
+1,485
3346
$91K ﹤0.01%
+4,688
3347
$91K ﹤0.01%
22,447
-1,078,130
3348
$90K ﹤0.01%
2,085
+966
3349
$90K ﹤0.01%
1,944
3350
$90K ﹤0.01%
2,250