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
1601
$1.17M ﹤0.01%
88,229
-74,715
1602
$1.17M ﹤0.01%
15,391
-2,265
1603
$1.17M ﹤0.01%
14,589
-19,101
1604
$1.17M ﹤0.01%
40,275
-1,239,723
1605
$1.16M ﹤0.01%
35,708
-29,620
1606
$1.16M ﹤0.01%
43,108
-95,156
1607
$1.15M ﹤0.01%
3,996
-1,827
1608
$1.15M ﹤0.01%
38,564
+8,634
1609
$1.15M ﹤0.01%
101,899
+3,194
1610
$1.15M ﹤0.01%
38,098
+24,300
1611
$1.15M ﹤0.01%
65,394
+19,296
1612
$1.15M ﹤0.01%
69,491
-3,070
1613
$1.14M ﹤0.01%
269,943
+5,654
1614
$1.14M ﹤0.01%
32,578
-8,056
1615
$1.14M ﹤0.01%
23,012
-29,225
1616
$1.14M ﹤0.01%
30,908
-7,591
1617
$1.14M ﹤0.01%
21,924
-78,525
1618
$1.14M ﹤0.01%
42,908
-28,717
1619
$1.13M ﹤0.01%
108,446
-200,737
1620
$1.13M ﹤0.01%
49,721
-80,466
1621
$1.13M ﹤0.01%
77,686
-26,689
1622
$1.12M ﹤0.01%
124,017
-90,812
1623
$1.12M ﹤0.01%
86,553
-156,465
1624
$1.12M ﹤0.01%
151,851
+86,690
1625
$1.12M ﹤0.01%
12,584
-8,076