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
$220B
AUM Growth
+$17.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,725
New
Increased
Reduced
Closed

Top Buys

1 +$3.67B
2 +$1.5B
3 +$1.38B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.27B
5
MA icon
Mastercard
MA
+$1.1B

Sector Composition

1 Technology 28.21%
2 Financials 14.77%
3 Consumer Discretionary 11.75%
4 Healthcare 8.96%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4151
$1K ﹤0.01%
96
-2,066
4152
$1K ﹤0.01%
450
-2,078
4153
$1K ﹤0.01%
80
4154
$1K ﹤0.01%
103
-207
4155
$1K ﹤0.01%
1,303
-28,896
4156
$1K ﹤0.01%
211
-447
4157
$1K ﹤0.01%
54
4158
$1K ﹤0.01%
108
-2,324
4159
$1K ﹤0.01%
+1,039
4160
$1K ﹤0.01%
+148
4161
$1K ﹤0.01%
1,254
-27,600
4162
$1K ﹤0.01%
+128
4163
$1K ﹤0.01%
1,320
-29,033
4164
$1K ﹤0.01%
+609
4165
$1K ﹤0.01%
+544
4166
$1K ﹤0.01%
17
-344
4167
$1K ﹤0.01%
+224
4168
$1K ﹤0.01%
236
+70
4169
$1K ﹤0.01%
+209
4170
$1K ﹤0.01%
63
4171
$1K ﹤0.01%
+243
4172
$1K ﹤0.01%
+290
4173
$1K ﹤0.01%
20
-311
4174
$1K ﹤0.01%
13,278
4175
$1K ﹤0.01%
605
-1,808