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
$218B
AUM Growth
-$3.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,468
New
Increased
Reduced
Closed

Top Sells

1 +$2.77B
2 +$1.3B
3 +$1.22B
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.11B
5
PG icon
Procter & Gamble
PG
+$915M

Sector Composition

1 Technology 33.53%
2 Consumer Discretionary 10.88%
3 Financials 10.79%
4 Communication Services 9.25%
5 Healthcare 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3426
$63.5K ﹤0.01%
12,188
-10,386
3427
$63.4K ﹤0.01%
1,436
+1,043
3428
$63.3K ﹤0.01%
15,872
-12,898
3429
$63K ﹤0.01%
6,898
-7,003
3430
$63K ﹤0.01%
10,214
+10,149
3431
$62.9K ﹤0.01%
3,390
-10,818
3432
$62.7K ﹤0.01%
32,678
-93,456
3433
$62.6K ﹤0.01%
3,062
-2,749
3434
$62.4K ﹤0.01%
10,463
-11,030
3435
$61.9K ﹤0.01%
250
3436
$61.7K ﹤0.01%
20,828
-151,530
3437
$61.5K ﹤0.01%
3,000
-3,481
3438
$61K ﹤0.01%
+29,745
3439
$60.8K ﹤0.01%
5,572
-5,506
3440
$60.6K ﹤0.01%
23,771
-20,576
3441
$60.5K ﹤0.01%
6,674
-8,184
3442
$60.5K ﹤0.01%
4,175
-3,309
3443
$60.3K ﹤0.01%
1,822
-1,895
3444
$60.3K ﹤0.01%
7,445
-7,255
3445
$60.1K ﹤0.01%
3,167
3446
$60.1K ﹤0.01%
2,725
-9,760
3447
$60.1K ﹤0.01%
2,131
-2,852
3448
$60K ﹤0.01%
4,900
3449
$58.7K ﹤0.01%
5,874
-5,222
3450
$58.7K ﹤0.01%
11,735
-11,457