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
$154B
AUM Growth
+$1.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,557
New
Increased
Reduced
Closed

Top Buys

1 +$978M
2 +$812M
3 +$602M
4
AAPL icon
Apple
AAPL
+$518M
5
NVDA icon
NVIDIA
NVDA
+$412M

Sector Composition

1 Technology 28.65%
2 Financials 12.34%
3 Healthcare 11.76%
4 Consumer Discretionary 10.56%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3476
$46K ﹤0.01%
606
3477
$46K ﹤0.01%
1,146
-460
3478
$45.7K ﹤0.01%
+14,284
3479
$45.2K ﹤0.01%
7,500
-7,500
3480
$45K ﹤0.01%
1,424
-256
3481
$45K ﹤0.01%
250,000
3482
$45K ﹤0.01%
4,165
-385
3483
$44.7K ﹤0.01%
6,455
+1,104
3484
$44.6K ﹤0.01%
37,810
+8,424
3485
$44.4K ﹤0.01%
5,801
+1,827
3486
$44.3K ﹤0.01%
946
3487
$44.3K ﹤0.01%
2,225
+547
3488
$44.2K ﹤0.01%
1,430
3489
$43.8K ﹤0.01%
17,183
-2,318
3490
$43.7K ﹤0.01%
4,874
-22,978
3491
$43.7K ﹤0.01%
2,491
-583
3492
$43.7K ﹤0.01%
+4,509
3493
$43.6K ﹤0.01%
16,449
+275
3494
$43.5K ﹤0.01%
890
3495
$43.4K ﹤0.01%
3,044
-508
3496
$43.4K ﹤0.01%
1,366
-6,111
3497
$43.3K ﹤0.01%
6,436
-1,170
3498
$43.2K ﹤0.01%
2,116
-311
3499
$43.2K ﹤0.01%
19,638
+326
3500
$43.1K ﹤0.01%
2,645
-568