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
$89.9B
AUM Growth
-$34.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,215
New
Increased
Reduced
Closed

Top Buys

1 +$1.04B
2 +$957M
3 +$433M
4
PINS icon
Pinterest
PINS
+$422M
5
CL icon
Colgate-Palmolive
CL
+$396M

Sector Composition

1 Technology 23.46%
2 Financials 13.32%
3 Healthcare 10.99%
4 Consumer Discretionary 9.93%
5 Communication Services 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4201
$8K ﹤0.01%
1,402
-3,240
4202
$8K ﹤0.01%
62,809
4203
$8K ﹤0.01%
+323
4204
$8K ﹤0.01%
904
-2,059
4205
$8K ﹤0.01%
98,700
-300
4206
$8K ﹤0.01%
6,505
-49,065
4207
$8K ﹤0.01%
990
-110
4208
$8K ﹤0.01%
809
-10,038
4209
$7K ﹤0.01%
+156
4210
$7K ﹤0.01%
+717
4211
$7K ﹤0.01%
255
-259
4212
$7K ﹤0.01%
1,607
-3,655
4213
$7K ﹤0.01%
75
-2
4214
$7K ﹤0.01%
1,172
-2,124
4215
$7K ﹤0.01%
+300
4216
$7K ﹤0.01%
244
-19
4217
$7K ﹤0.01%
+304
4218
$7K ﹤0.01%
+650
4219
$7K ﹤0.01%
300
4220
$7K ﹤0.01%
18
-26
4221
$7K ﹤0.01%
5,070
+5,065
4222
$7K ﹤0.01%
117
-67
4223
$7K ﹤0.01%
+1,026
4224
$7K ﹤0.01%
+786
4225
$7K ﹤0.01%
2,946
+2,613