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
$77.9B
AUM Growth
-$10.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,763
New
Increased
Reduced
Closed

Top Buys

1 +$629M
2 +$463M
3 +$350M
4
IBB icon
iShares Biotechnology ETF
IBB
+$315M
5
BPL
Buckeye Partners, L.P.
BPL
+$265M

Sector Composition

1 Technology 15.81%
2 Healthcare 11.73%
3 Financials 9.49%
4 Consumer Discretionary 9.24%
5 Communication Services 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4001
-234,917
4002
-154,383
4003
$0 ﹤0.01%
7,241
-29
4004
-10,458
4005
-6,307
4006
-68,791
4007
-217,790
4008
-7,572
4009
$0 ﹤0.01%
1,535
-400
4010
-41
4011
-25,775
4012
-71,483
4013
-14,198
4014
-12
4015
-34,400
4016
-916
4017
-64,773
4018
-252,530
4019
-8,622
4020
-220,614
4021
-28,184
4022
-56,635
4023
-1,082,776
4024
-59,941
4025
-586,743