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
1176
$2.42M 0.01%
+33,426
1177
$2.41M 0.01%
+78,168
1178
$2.41M 0.01%
+68,635
1179
$2.41M 0.01%
+110,017
1180
$2.4M 0.01%
+71,596
1181
$2.4M 0.01%
+48,317
1182
$2.4M 0.01%
+62,682
1183
$2.4M 0.01%
+60,802
1184
$2.4M 0.01%
+26,812
1185
$2.39M 0.01%
+128,267
1186
$2.39M 0.01%
+174,699
1187
$2.39M 0.01%
+226,101
1188
$2.39M 0.01%
+232,980
1189
$2.39M 0.01%
+49,723
1190
$2.39M 0.01%
+5,694
1191
$2.38M 0.01%
+47,720
1192
$2.38M 0.01%
+52,182
1193
$2.38M 0.01%
+143,621
1194
$2.38M 0.01%
+64,910
1195
$2.37M 0.01%
+82,696
1196
$2.37M 0.01%
+581
1197
$2.36M 0.01%
+21,320
1198
$2.36M 0.01%
+66,557
1199
$2.35M 0.01%
+98,382
1200
$2.34M 0.01%
+135,537