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
3551
0
3552
$36.8K ﹤0.01%
676
3553
$36.8K ﹤0.01%
1,624
-92
3554
$36.8K ﹤0.01%
2,247
-1,381
3555
$36.7K ﹤0.01%
4,304
-718
3556
$36.6K ﹤0.01%
+4,812
3557
$36.6K ﹤0.01%
14,507
+12,048
3558
$36.5K ﹤0.01%
5,122
-634
3559
$36.3K ﹤0.01%
2,153
-313
3560
$36.2K ﹤0.01%
1,486
+6
3561
$36.2K ﹤0.01%
+111
3562
$36K ﹤0.01%
3,232
+261
3563
$35.9K ﹤0.01%
7,517
3564
$35.6K ﹤0.01%
1,043
-54
3565
$35.6K ﹤0.01%
6,931
-6,596
3566
$35.4K ﹤0.01%
800
3567
$35.4K ﹤0.01%
1,375
-101
3568
$35.2K ﹤0.01%
2,747
-439
3569
$35.1K ﹤0.01%
4,214
+897
3570
$35.1K ﹤0.01%
+2,558
3571
$35K ﹤0.01%
1,716
-260
3572
$34.8K ﹤0.01%
+22,056
3573
$34.8K ﹤0.01%
2,720
-603
3574
$34.8K ﹤0.01%
35,065
+20,573
3575
$34.7K ﹤0.01%
+6,160