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
1051
$2.99M 0.01%
+40,099
1052
$2.98M 0.01%
+60,910
1053
$2.96M 0.01%
+60,441
1054
$2.96M 0.01%
+209,155
1055
$2.95M 0.01%
+169,267
1056
$2.95M 0.01%
+32,610
1057
$2.95M 0.01%
+738,136
1058
$2.95M 0.01%
+299,610
1059
$2.94M 0.01%
+47,148
1060
$2.94M 0.01%
+109,194
1061
$2.92M 0.01%
+68,089
1062
$2.91M 0.01%
+127,862
1063
$2.9M 0.01%
+125,660
1064
$2.9M 0.01%
+42,194
1065
$2.9M 0.01%
+128,443
1066
$2.89M 0.01%
+450,450
1067
$2.89M 0.01%
+85,547
1068
$2.88M 0.01%
+62,803
1069
$2.87M 0.01%
+55,783
1070
$2.87M 0.01%
+112,637
1071
$2.87M 0.01%
+174,084
1072
$2.86M 0.01%
+37,773
1073
$2.86M 0.01%
+9,789
1074
$2.86M 0.01%
+210,297
1075
$2.86M 0.01%
+50,700