We are live on ! Find out more
Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

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
+34.19%
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
4501
-100,000
4502
-76,683
4503
-935
4504
-500,000
4505
-713,433
4506
-4
4507
-3,104
4508
-1,885
4509
-2,616
4510
$0 ﹤0.01%
+14
4511
-26,470
4512
-25,000
4513
-120
4514
$0 ﹤0.01%
3
4515
$0 ﹤0.01%
200
4516
$0 ﹤0.01%
1
4517
-702
4518
-269
4519
-25,000
4520
-17,198
4521
$0 ﹤0.01%
500
4522
-25,000
4523
-25,000
4524
-3,788
4525
-2,129