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
$68.8B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,762
New
Increased
Reduced
Closed

Top Sells

1 +$431M
2 +$223M
3 +$213M
4
HAL icon
Halliburton
HAL
+$211M
5
BMY icon
Bristol-Myers Squibb
BMY
+$204M

Sector Composition

1 Technology 17.28%
2 Financials 11.91%
3 Healthcare 11.8%
4 Consumer Discretionary 10.58%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3901
$10K ﹤0.01%
166
-1,200
3902
$10K ﹤0.01%
131
3903
$10K ﹤0.01%
200
3904
$10K ﹤0.01%
710
-1
3905
$10K ﹤0.01%
+1,183
3906
$10K ﹤0.01%
+1,512
3907
$10K ﹤0.01%
1,742
3908
$10K ﹤0.01%
2,127
-3,547
3909
$10K ﹤0.01%
+1,997
3910
$9K ﹤0.01%
+898
3911
$9K ﹤0.01%
673
+554
3912
$9K ﹤0.01%
217
-538
3913
$9K ﹤0.01%
1,310
+110
3914
$9K ﹤0.01%
300
3915
$9K ﹤0.01%
1,635
+1,316
3916
$9K ﹤0.01%
736
-119
3917
$9K ﹤0.01%
+1,265
3918
$9K ﹤0.01%
374
+302
3919
$9K ﹤0.01%
+53
3920
$9K ﹤0.01%
+4,800
3921
$9K ﹤0.01%
217
-101
3922
$9K ﹤0.01%
+2,275
3923
$8K ﹤0.01%
206
+156
3924
$8K ﹤0.01%
478
+346
3925
$7K ﹤0.01%
+400