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
3501
$43K ﹤0.01%
+7,878
3502
$43K ﹤0.01%
+672
3503
$42K ﹤0.01%
+1,136
3504
$42K ﹤0.01%
+1,497
3505
$41K ﹤0.01%
+52
3506
$41K ﹤0.01%
+2,140
3507
$40K ﹤0.01%
+3,889
3508
$40K ﹤0.01%
+2,614
3509
$40K ﹤0.01%
940
+40
3510
$40K ﹤0.01%
1,298
-864
3511
$39K ﹤0.01%
+3,750
3512
$39K ﹤0.01%
5,849
+3,591
3513
$39K ﹤0.01%
9,663
+5,993
3514
$39K ﹤0.01%
+276
3515
$39K ﹤0.01%
966
+612
3516
$39K ﹤0.01%
+10,420
3517
$38K ﹤0.01%
+25
3518
$38K ﹤0.01%
+1,580
3519
$37K ﹤0.01%
+1
3520
$37K ﹤0.01%
603
-100
3521
$37K ﹤0.01%
+1,822
3522
$37K ﹤0.01%
+103
3523
$37K ﹤0.01%
+1,581
3524
$36K ﹤0.01%
+568
3525
$36K ﹤0.01%
12,500