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
3576
$42K ﹤0.01%
44,209
-33,199
3577
$42K ﹤0.01%
357
+300
3578
$42K ﹤0.01%
+2,383
3579
$41.8K ﹤0.01%
2,624
-2,483
3580
$41.8K ﹤0.01%
430
3581
$41.8K ﹤0.01%
1,000
3582
$41.8K ﹤0.01%
4,882
-5,955
3583
$41.8K ﹤0.01%
17,396
-15,245
3584
$41.6K ﹤0.01%
+6,717
3585
$41.6K ﹤0.01%
1,505
-1,470
3586
$41.5K ﹤0.01%
1,600
3587
$41.5K ﹤0.01%
35,427
-47,007
3588
$41.3K ﹤0.01%
1,451
-1,415
3589
$41.3K ﹤0.01%
1,039
3590
$41.2K ﹤0.01%
16,148
-315
3591
$41.2K ﹤0.01%
11,009
-10,739
3592
$41.2K ﹤0.01%
4,247
3593
$41.1K ﹤0.01%
7,282
-6,818
3594
$41.1K ﹤0.01%
+13,433
3595
$41.1K ﹤0.01%
2,994
3596
$41K ﹤0.01%
7,516
3597
$40.3K ﹤0.01%
24,152
-21,439
3598
$40K ﹤0.01%
3,991
-4,110
3599
$39.8K ﹤0.01%
5,121
-4,669
3600
$39.8K ﹤0.01%
2,000