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
3676
$37K ﹤0.01%
1,556
-3,467
3677
$37K ﹤0.01%
817
-341
3678
$37K ﹤0.01%
326
-1,075
3679
$37K ﹤0.01%
1,134
-2,315
3680
$36K ﹤0.01%
613
+324
3681
$36K ﹤0.01%
1,000
3682
$36K ﹤0.01%
216
3683
$36K ﹤0.01%
7,255
-2,734
3684
$36K ﹤0.01%
1,922
-4,250
3685
$36K ﹤0.01%
389
3686
$36K ﹤0.01%
+1,591
3687
$36K ﹤0.01%
1,617
-3,716
3688
$36K ﹤0.01%
5,677
+802
3689
$36K ﹤0.01%
10,899
+9,066
3690
$36K ﹤0.01%
+357
3691
$36K ﹤0.01%
+5,000
3692
$36K ﹤0.01%
11,293
+8,838
3693
$36K ﹤0.01%
+662
3694
$36K ﹤0.01%
6,587
+5,343
3695
$35K ﹤0.01%
2,404
-1,598
3696
$35K ﹤0.01%
900
3697
$35K ﹤0.01%
3,110
-7,882
3698
$35K ﹤0.01%
6,571
3699
$35K ﹤0.01%
+1,366
3700
$35K ﹤0.01%
+250,000