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
$202B
AUM Growth
-$24.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,646
New
Increased
Reduced
Closed

Top Buys

1 +$3.92B
2 +$551M
3 +$406M
4
UNH icon
UnitedHealth
UNH
+$395M
5
AMD icon
Advanced Micro Devices
AMD
+$363M

Top Sells

1 +$4.41B
2 +$2.28B
3 +$2.02B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.83B
5
FLUT icon
Flutter Entertainment
FLUT
+$962M

Sector Composition

1 Technology 31.54%
2 Consumer Discretionary 12.6%
3 Financials 12.44%
4 Industrials 8.49%
5 Communication Services 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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4359
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4360
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4362
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4363
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4365
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4366
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4367
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4368
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4369
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4370
-1,068
4371
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4372
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4375
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