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
+$1.67M
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
3801
$14K ﹤0.01%
4,410
+766
3802
$14K ﹤0.01%
4,002
-427
3803
$14K ﹤0.01%
1,182
+26
3804
$14K ﹤0.01%
363
-54
3805
$14K ﹤0.01%
2,827
-401
3806
$14K ﹤0.01%
+817
3807
$14K ﹤0.01%
3,972
-1,205
3808
$14K ﹤0.01%
76,400
+38,200
3809
$13K ﹤0.01%
1,524
-1,322
3810
$13K ﹤0.01%
1,441
-462
3811
$13K ﹤0.01%
1,142
+927
3812
$13K ﹤0.01%
444
+14
3813
$13K ﹤0.01%
5,640
3814
$13K ﹤0.01%
439
+53
3815
$13K ﹤0.01%
48
3816
$13K ﹤0.01%
55
3817
$13K ﹤0.01%
10
-1
3818
$13K ﹤0.01%
217
-43
3819
$13K ﹤0.01%
24,962
+15,112
3820
$13K ﹤0.01%
580
3821
$12K ﹤0.01%
+18,350
3822
$12K ﹤0.01%
192
+96
3823
$12K ﹤0.01%
+740
3824
$12K ﹤0.01%
283
3825
$12K ﹤0.01%
1,041
+520