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
1126
$2.63M 0.01%
+36,406
1127
$2.62M 0.01%
+66,665
1128
$2.62M 0.01%
+83,183
1129
$2.61M 0.01%
+31,835
1130
$2.61M 0.01%
+28,584
1131
$2.6M 0.01%
+30,698
1132
$2.6M 0.01%
+67,045
1133
$2.6M 0.01%
+172,992
1134
$2.6M 0.01%
+39,209
1135
$2.6M 0.01%
+223,394
1136
$2.59M 0.01%
+115,942
1137
$2.59M 0.01%
+851,753
1138
$2.58M 0.01%
+111,589
1139
$2.58M 0.01%
+174,465
1140
$2.58M 0.01%
+169,830
1141
$2.58M 0.01%
+86,942
1142
$2.57M 0.01%
+143,805
1143
$2.57M 0.01%
+27,511
1144
$2.57M 0.01%
+56,333
1145
$2.57M 0.01%
+98,026
1146
$2.57M 0.01%
+104,055
1147
$2.56M 0.01%
+77,675
1148
$2.56M 0.01%
+211,519
1149
$2.55M 0.01%
+72,192
1150
$2.54M 0.01%
+468,138