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
$60.7B
AUM Growth
-$30.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,208
New
Increased
Reduced
Closed

Top Sells

1 +$905M
2 +$735M
3 +$609M
4
LIN icon
Linde
LIN
+$517M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$488M

Sector Composition

1 Technology 17.22%
2 Healthcare 10.49%
3 Financials 9.69%
4 Communication Services 7.93%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
$2.41M ﹤0.01%
85,510
-79,817
1227
$2.4M ﹤0.01%
747,782
+40,066
1228
$2.4M ﹤0.01%
64,000
1229
$2.4M ﹤0.01%
589,563
+224,734
1230
$2.4M ﹤0.01%
272,104
+52,074
1231
$2.39M ﹤0.01%
70,408
-68,842
1232
$2.39M ﹤0.01%
109,399
+65,305
1233
$2.39M ﹤0.01%
224,928
-47,341
1234
$2.38M ﹤0.01%
57,920
+26,512
1235
$2.38M ﹤0.01%
40,083
-42,329
1236
$2.38M ﹤0.01%
39,530
-61,129
1237
$2.38M ﹤0.01%
38,750
-5,551
1238
$2.38M ﹤0.01%
535,100
-550
1239
$2.37M ﹤0.01%
249,003
-1
1240
$2.36M ﹤0.01%
234,655
+174,205
1241
$2.36M ﹤0.01%
84,132
-123,374
1242
$2.35M ﹤0.01%
52,551
+44,796
1243
$2.35M ﹤0.01%
22,994
+21,164
1244
$2.35M ﹤0.01%
72,862
-36,504
1245
$2.35M ﹤0.01%
55,198
-46,862
1246
$2.33M ﹤0.01%
22,874
-16
1247
$2.33M ﹤0.01%
116,029
-50,631
1248
$2.33M ﹤0.01%
13,072
+867
1249
$2.33M ﹤0.01%
230,468
+62,652
1250
$2.31M ﹤0.01%
46,797
-24,488