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
3526
$36K ﹤0.01%
1,192
3527
$36K ﹤0.01%
+7,849
3528
$36K ﹤0.01%
+5,989
3529
$36K ﹤0.01%
+2,439
3530
$36K ﹤0.01%
10,934
+6,515
3531
$36K ﹤0.01%
2,523
+781
3532
$35K ﹤0.01%
479
+294
3533
$35K ﹤0.01%
+9,040
3534
$35K ﹤0.01%
+1,690
3535
$34K ﹤0.01%
423
-999
3536
$34K ﹤0.01%
219
3537
$34K ﹤0.01%
5
+3
3538
$34K ﹤0.01%
+1,000
3539
$34K ﹤0.01%
2,777
-211
3540
$34K ﹤0.01%
3,163
+2,966
3541
$33K ﹤0.01%
+1,270
3542
$33K ﹤0.01%
3,673
-14,469
3543
$32K ﹤0.01%
750
3544
$32K ﹤0.01%
1,000
3545
$32K ﹤0.01%
+3,300
3546
$31K ﹤0.01%
+3,412
3547
$31K ﹤0.01%
600
-1,380
3548
$30K ﹤0.01%
1,200
3549
$30K ﹤0.01%
+452
3550
$30K ﹤0.01%
+9,217