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
$154B
AUM Growth
+$57.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,681
New
Increased
Reduced
Closed

Top Buys

1 +$3.09B
2 +$2.42B
3 +$1.81B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.74B
5
AMZN icon
Amazon
AMZN
+$1.27B

Top Sells

1 +$1.54B
2 +$549M
3 +$452M
4
STLA icon
Stellantis
STLA
+$326M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$239M

Sector Composition

1 Technology 29.04%
2 Healthcare 11.57%
3 Financials 10.8%
4 Consumer Discretionary 10.39%
5 Communication Services 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4126
-5,934
4127
$0 ﹤0.01%
28
4128
$0 ﹤0.01%
30
4129
$0 ﹤0.01%
5,714
4130
-25,137
4131
-9,407
4132
$0 ﹤0.01%
1,794
4133
$0 ﹤0.01%
3,347
+1,109
4134
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4135
-79,474
4136
-38,984
4137
$0 ﹤0.01%
9,495
4138
-9,478
4139
-650,000
4140
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4141
-36,510
4142
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4143
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4144
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4145
$0 ﹤0.01%
3,366
-15,338
4146
-37,105
4147
-11,316
4148
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4149
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4150
$0 ﹤0.01%
22,861
-13,145