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
3351
$90K ﹤0.01%
+438
3352
$90K ﹤0.01%
6,123
+2,651
3353
$90K ﹤0.01%
3,967
+2,436
3354
$90K ﹤0.01%
13,302
+8,165
3355
$89K ﹤0.01%
+2,988
3356
$89K ﹤0.01%
1,886
+873
3357
$88K ﹤0.01%
5,007
-3,000
3358
$88K ﹤0.01%
25,944
+4,338
3359
$87K ﹤0.01%
+1,430
3360
$87K ﹤0.01%
1,320
3361
$87K ﹤0.01%
4,222
+2,593
3362
$87K ﹤0.01%
+5,509
3363
$87K ﹤0.01%
3,591
+2,206
3364
$87K ﹤0.01%
2,397
-2,459
3365
$86K ﹤0.01%
16,612
+10,197
3366
$86K ﹤0.01%
+4,264
3367
$86K ﹤0.01%
13,216
+11,716
3368
$86K ﹤0.01%
3,716
+1,273
3369
$86K ﹤0.01%
28,638
+13,386
3370
$85K ﹤0.01%
550
-40
3371
$84K ﹤0.01%
1,230
3372
$84K ﹤0.01%
+6,576
3373
$84K ﹤0.01%
+13,824
3374
$84K ﹤0.01%
40,260
+24,711
3375
$83K ﹤0.01%
4,491
+2,765