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
$89.9B
AUM Growth
-$34.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,215
New
Increased
Reduced
Closed

Top Buys

1 +$1.04B
2 +$957M
3 +$433M
4
PINS icon
Pinterest
PINS
+$422M
5
CL icon
Colgate-Palmolive
CL
+$396M

Sector Composition

1 Technology 23.46%
2 Financials 13.32%
3 Healthcare 10.99%
4 Consumer Discretionary 9.93%
5 Communication Services 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3626
$41K ﹤0.01%
676
-267
3627
$41K ﹤0.01%
10,703
-72,115
3628
$41K ﹤0.01%
93
-16
3629
$41K ﹤0.01%
22,198
+20,198
3630
$41K ﹤0.01%
9,477
-1,015
3631
$41K ﹤0.01%
+837
3632
$41K ﹤0.01%
2,439
-5,942
3633
$41K ﹤0.01%
+4,979
3634
$40K ﹤0.01%
253,981
+253,722
3635
$40K ﹤0.01%
1,681
-240
3636
$40K ﹤0.01%
500
-39
3637
$40K ﹤0.01%
20,000
3638
$40K ﹤0.01%
4,000
+2,542
3639
$40K ﹤0.01%
1,912
-4,752
3640
$40K ﹤0.01%
644
-354
3641
$40K ﹤0.01%
4,767
-2,200
3642
$40K ﹤0.01%
+6,876
3643
$40K ﹤0.01%
3,742
-2,374
3644
$40K ﹤0.01%
1,121
3645
$40K ﹤0.01%
+185
3646
$40K ﹤0.01%
10,863
-778
3647
$40K ﹤0.01%
+2,407
3648
$40K ﹤0.01%
12,500
3649
$40K ﹤0.01%
5,000
3650
$40K ﹤0.01%
1,407
-3,242