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
$40.4B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Buys

1 +$4.56B
2 +$797M
3 +$786M
4
FON
SPRINT CORP FON COM
FON
+$724M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$672M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.01%
2 Financials 8.92%
3 Technology 7.95%
4 Communication Services 7%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$3.15M 0.01%
+110,511
1027
$3.15M 0.01%
+179,185
1028
$3.14M 0.01%
+232,466
1029
$3.14M 0.01%
+30,379
1030
$3.14M 0.01%
+310,485
1031
$3.14M 0.01%
+439,466
1032
$3.13M 0.01%
+77,072
1033
$3.13M 0.01%
+47,207
1034
$3.13M 0.01%
+128,860
1035
$3.12M 0.01%
+138,323
1036
$3.11M 0.01%
+222,972
1037
$3.1M 0.01%
+162,973
1038
$3.09M 0.01%
+62,509
1039
$3.07M 0.01%
+118,873
1040
$3.07M 0.01%
+1,754,966
1041
$3.05M 0.01%
+158,753
1042
$3.03M 0.01%
+69,431
1043
$3.03M 0.01%
+250,361
1044
$3.02M 0.01%
+114,778
1045
$3.02M 0.01%
+65,628
1046
$3.02M 0.01%
+761
1047
$3.01M 0.01%
+90,822
1048
$3M 0.01%
+3,921
1049
$3M 0.01%
+147,256
1050
$2.99M 0.01%
+72,319