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
$40.4B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Buys

1 +$4.56B
2 +$797M
3 +$786M
4
FON
SPRINT CORP FON COM
FON
+$724M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$672M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.01%
2 Financials 8.92%
3 Technology 7.95%
4 Communication Services 7%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4001
$4K ﹤0.01%
+422
4002
$4K ﹤0.01%
+30
4003
$4K ﹤0.01%
+563
4004
$4K ﹤0.01%
+795
4005
$4K ﹤0.01%
+1,713
4006
$4K ﹤0.01%
+314
4007
$4K ﹤0.01%
+225
4008
$4K ﹤0.01%
+193
4009
$4K ﹤0.01%
+211
4010
$4K ﹤0.01%
+237
4011
$4K ﹤0.01%
+220
4012
$4K ﹤0.01%
+259
4013
$4K ﹤0.01%
+854
4014
$4K ﹤0.01%
+1,025
4015
$4K ﹤0.01%
+321
4016
$4K ﹤0.01%
+570
4017
$4K ﹤0.01%
+980
4018
$3K ﹤0.01%
+252
4019
$3K ﹤0.01%
+304
4020
$3K ﹤0.01%
+323
4021
$3K ﹤0.01%
+102
4022
$3K ﹤0.01%
+202
4023
$3K ﹤0.01%
+46
4024
$3K ﹤0.01%
+143
4025
$3K ﹤0.01%
+261