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
+$1.73M
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
3901
$6.63K ﹤0.01%
+3,000
3902
$6.58K ﹤0.01%
2,275
-6,908
3903
$6.54K ﹤0.01%
1,168
-81
3904
$6.53K ﹤0.01%
116,666
3905
$6.53K ﹤0.01%
250,000
-2,529
3906
$6.45K ﹤0.01%
625
-99,506
3907
$6.45K ﹤0.01%
375,000
3908
$6.39K ﹤0.01%
2,021
-15,547
3909
$6.2K ﹤0.01%
93
-26,824
3910
$6.15K ﹤0.01%
1,667
3911
$6.09K ﹤0.01%
1,042
+912
3912
$6.05K ﹤0.01%
218
3913
$6.01K ﹤0.01%
1,988
+882
3914
$5.96K ﹤0.01%
1,348
-200
3915
$5.9K ﹤0.01%
135
-30
3916
$5.72K ﹤0.01%
434
3917
$5.69K ﹤0.01%
418
-64
3918
$5.69K ﹤0.01%
300
3919
$5.54K ﹤0.01%
700
3920
$5.48K ﹤0.01%
742
-158
3921
$5.46K ﹤0.01%
145
3922
$5.37K ﹤0.01%
1,378
-354
3923
$5.31K ﹤0.01%
331
3924
$5.28K ﹤0.01%
41
+20
3925
$5.25K ﹤0.01%
310