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
$89.9B
AUM Growth
-$34.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,215
New
Increased
Reduced
Closed

Top Buys

1 +$1.04B
2 +$957M
3 +$433M
4
PINS icon
Pinterest
PINS
+$422M
5
CL icon
Colgate-Palmolive
CL
+$396M

Sector Composition

1 Technology 23.46%
2 Financials 13.32%
3 Healthcare 10.99%
4 Consumer Discretionary 9.93%
5 Communication Services 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3376
$83K ﹤0.01%
12,912
+3,329
3377
$83K ﹤0.01%
+285
3378
$83K ﹤0.01%
+4,093
3379
$83K ﹤0.01%
10,270
3380
$82K ﹤0.01%
4,382
3381
$82K ﹤0.01%
1,900
3382
$82K ﹤0.01%
27,017
-6,602
3383
$81K ﹤0.01%
+7,050
3384
$80K ﹤0.01%
4,470
-49,211
3385
$80K ﹤0.01%
4,083
-4,392
3386
$80K ﹤0.01%
7,290
+5,855
3387
$80K ﹤0.01%
2,681
-8,526
3388
$80K ﹤0.01%
+7,000
3389
$80K ﹤0.01%
4,946
-9,995
3390
$80K ﹤0.01%
2,307
-1,178
3391
$79K ﹤0.01%
8,135
-49,565
3392
$79K ﹤0.01%
1,494
+132
3393
$79K ﹤0.01%
10,810
-11,683
3394
$79K ﹤0.01%
6,114
-9,494
3395
$79K ﹤0.01%
37,005
+9,320
3396
$79K ﹤0.01%
+15,083
3397
$79K ﹤0.01%
1,649
+740
3398
$79K ﹤0.01%
10,717
-42,914
3399
$79K ﹤0.01%
24,464
+2,920
3400
$79K ﹤0.01%
1,206
-2,189