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
1476
$1.41M ﹤0.01%
+10,738
1477
$1.4M ﹤0.01%
+63,490
1478
$1.4M ﹤0.01%
+26,045
1479
$1.4M ﹤0.01%
+342,704
1480
$1.4M ﹤0.01%
+40,645
1481
$1.4M ﹤0.01%
+41,288
1482
$1.4M ﹤0.01%
+72,108
1483
$1.39M ﹤0.01%
+69,124
1484
$1.39M ﹤0.01%
+107,915
1485
$1.39M ﹤0.01%
+251,744
1486
$1.38M ﹤0.01%
+149,463
1487
$1.38M ﹤0.01%
+79,252
1488
$1.38M ﹤0.01%
+149,586
1489
$1.37M ﹤0.01%
+109,028
1490
$1.37M ﹤0.01%
+1,487
1491
$1.37M ﹤0.01%
+23,005
1492
$1.36M ﹤0.01%
+103,664
1493
$1.36M ﹤0.01%
+50,668
1494
$1.36M ﹤0.01%
+18,253
1495
$1.36M ﹤0.01%
+81,160
1496
$1.36M ﹤0.01%
+59,074
1497
$1.36M ﹤0.01%
+40,333
1498
$1.36M ﹤0.01%
+76,701
1499
$1.36M ﹤0.01%
+26,074
1500
$1.35M ﹤0.01%
+58,830