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
1451
$1.53M ﹤0.01%
36,304
-25,721
1452
$1.52M ﹤0.01%
125,244
-101,616
1453
$1.52M ﹤0.01%
58,370
-15,407
1454
$1.51M ﹤0.01%
41,386
-30,962
1455
$1.51M ﹤0.01%
92,169
-96,136
1456
$1.51M ﹤0.01%
148,131
-58,291
1457
$1.51M ﹤0.01%
56,451
-32,716
1458
$1.51M ﹤0.01%
108,400
1459
$1.5M ﹤0.01%
51,912
-6,146
1460
$1.5M ﹤0.01%
43,222
-10,783
1461
$1.49M ﹤0.01%
136,747
-533,291
1462
$1.49M ﹤0.01%
87,040
-22,081
1463
$1.48M ﹤0.01%
97,355
+92,629
1464
$1.48M ﹤0.01%
115,532
-15,966
1465
$1.48M ﹤0.01%
30,682
-65,372
1466
$1.48M ﹤0.01%
353,580
-393,002
1467
$1.47M ﹤0.01%
10,151
-7,685
1468
$1.47M ﹤0.01%
22,471
-14,116
1469
$1.47M ﹤0.01%
141,717
-53,570
1470
$1.47M ﹤0.01%
60,153
-43,402
1471
$1.45M ﹤0.01%
27,184
-3,425
1472
$1.45M ﹤0.01%
11,244
-89
1473
$1.45M ﹤0.01%
102,585
-216,305
1474
$1.44M ﹤0.01%
53,250
-23,138
1475
$1.44M ﹤0.01%
16,086
+8,354