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
3801
$10.9K ﹤0.01%
1,421
3802
$10.6K ﹤0.01%
2,351
-3,480
3803
$10.4K ﹤0.01%
658
3804
$10.3K ﹤0.01%
300
3805
$9.96K ﹤0.01%
722
3806
$9.85K ﹤0.01%
1,775
+1,056
3807
$9.79K ﹤0.01%
2,014
3808
$9.7K ﹤0.01%
96
3809
$9.62K ﹤0.01%
25,768
3810
$9.51K ﹤0.01%
2,763
-72,483
3811
$9.43K ﹤0.01%
1,769
-1,703
3812
$9.42K ﹤0.01%
583
-20,368
3813
$9.36K ﹤0.01%
5,145
3814
$9.13K ﹤0.01%
2,586
-2,612
3815
$9.08K ﹤0.01%
1,843
-1,998
3816
$9.02K ﹤0.01%
2,400
+200
3817
$8.89K ﹤0.01%
1,899
-4,470
3818
$8.85K ﹤0.01%
7,566
-7,431
3819
$8.84K ﹤0.01%
+2,166
3820
$8.57K ﹤0.01%
1,004
-6,973
3821
$8.09K ﹤0.01%
704
3822
$7.94K ﹤0.01%
+1,651
3823
$7.93K ﹤0.01%
352
-232
3824
$7.86K ﹤0.01%
81
-129,500
3825
$7.86K ﹤0.01%
116,666