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
$221B
AUM Growth
+$27.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,419
New
Increased
Reduced
Closed

Top Buys

1 +$3.11B
2 +$1.13B
3 +$972M
4
NVDA icon
NVIDIA
NVDA
+$894M
5
INTC icon
Intel
INTC
+$766M

Top Sells

1 +$565M
2 +$563M
3 +$507M
4
LLY icon
Eli Lilly
LLY
+$345M
5
PANW icon
Palo Alto Networks
PANW
+$334M

Sector Composition

1 Technology 31.39%
2 Financials 12.71%
3 Consumer Discretionary 10.47%
4 Healthcare 9.99%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.19B 0.54%
1,623,977
+197,393
27
$1.18B 0.53%
13,072,623
+705,694
28
$1.17B 0.53%
7,150,133
-3,517,576
29
$1.14B 0.52%
8,671,807
+3,196,476
30
$1.13B 0.51%
2,235,000
-164,375
31
$1.12B 0.5%
7,077,312
+1,144,718
32
$1.09B 0.49%
2,610,375
+1,033,854
33
$1.07B 0.49%
6,343,950
-3,654,897
34
$1.02B 0.46%
1,573,490
+103,389
35
$1.02B 0.46%
26,843,305
+6,678,876
36
$1.01B 0.46%
5,797,708
+395,037
37
$1.01B 0.46%
3,597,078
-86,416
38
$976M 0.44%
16,217,694
+2,565,543
39
$976M 0.44%
16,065,080
+301,010
40
$932M 0.42%
15,226,429
-2,909,087
41
$927M 0.42%
6,076,360
+1,091,055
42
$913M 0.41%
11,954,974
+9,848,103
43
$884M 0.4%
1,521,471
-11,803
44
$878M 0.4%
17,585,146
+1,528,393
45
$876M 0.4%
5,028,511
+997,381
46
$847M 0.38%
4,108,426
-559,108
47
$846M 0.38%
2,309,109
+887,581
48
$838M 0.38%
3,680,266
+993,594
49
$832M 0.38%
6,112,494
+449,491
50
$821M 0.37%
8,718,762
+2,073,167