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
4026
-867,697
4027
-181,199
4028
-757,386
4029
-31,187
4030
-80,864
4031
0
4032
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4033
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4034
-37,938
4035
-320,049
4036
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4037
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4038
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4039
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4040
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4041
-674
4042
-28,700
4043
-14,324
4044
-55,601
4045
-1,732,130
4046
$0 ﹤0.01%
117
-4,717
4047
-75,000
4048
-3,603
4049
0
4050
$0 ﹤0.01%
50
-14