Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

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
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116B
AUM Growth
+$25.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,890
New
Increased
Reduced
Closed

Top Buys

1 +$2.5B
2 +$1.53B
3 +$768M
4
UNH icon
UnitedHealth
UNH
+$704M
5
TSLA icon
Tesla
TSLA
+$619M

Top Sells

1 +$913M
2 +$352M
3 +$224M
4
JPM icon
JPMorgan Chase
JPM
+$170M
5
PPL icon
PPL Corp
PPL
+$168M

Sector Composition

1 Technology 24.07%
2 Healthcare 14.19%
3 Financials 12.54%
4 Consumer Discretionary 10.33%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4026
$5K ﹤0.01%
240
-10,973
4027
$5K ﹤0.01%
1,062
-1,022
4028
$5K ﹤0.01%
3,608
+2,267
4029
$5K ﹤0.01%
500
4030
$5K ﹤0.01%
+499,999
4031
$5K ﹤0.01%
+657
4032
$4K ﹤0.01%
250
+210
4033
$4K ﹤0.01%
1,000
4034
$4K ﹤0.01%
3,644
4035
$4K ﹤0.01%
+200
4036
$4K ﹤0.01%
772
+440
4037
$4K ﹤0.01%
18
4038
$4K ﹤0.01%
77
-659
4039
$4K ﹤0.01%
+345
4040
$4K ﹤0.01%
80
-1,760
4041
$4K ﹤0.01%
2,400
-2,300
4042
$4K ﹤0.01%
932
4043
$4K ﹤0.01%
100
4044
$4K ﹤0.01%
400
4045
$4K ﹤0.01%
2,751
-2,093
4046
$4K ﹤0.01%
408
4047
$4K ﹤0.01%
10,154
4048
$4K ﹤0.01%
+136,033
4049
$4K ﹤0.01%
1,563
4050
$4K ﹤0.01%
131
+110