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Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

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
+34.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163B
AUM Growth
+$22.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,075
New
Increased
Reduced
Closed

Top Buys

1 +$1.46B
2 +$1.08B
3 +$609M
4
MRNA icon
Moderna
MRNA
+$599M
5
UBS icon
UBS Group
UBS
+$478M

Top Sells

1 +$1.11B
2 +$679M
3 +$450M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$428M
5
MSFT icon
Microsoft
MSFT
+$361M

Sector Composition

1 Technology 24.56%
2 Financials 14.36%
3 Healthcare 11.73%
4 Consumer Discretionary 10.6%
5 Communication Services 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3801
-216
3802
-336
3803
-4,852
3804
-28,907
3805
-3,712
3806
-1,980
3807
-6,209
3808
-121,173
3809
-1,746
3810
-806
3811
-4,329
3812
-92,243
3813
-68
3814
-336
3815
-48
3816
-9,650
3817
-187
3818
-2
3819
-1,952
3820
-210
3821
-546
3822
-11,960
3823
-105
3824
-114
3825
-1,938