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
$89.9B
AUM Growth
-$34.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,215
New
Increased
Reduced
Closed

Top Buys

1 +$1.04B
2 +$957M
3 +$433M
4
PINS icon
Pinterest
PINS
+$422M
5
CL icon
Colgate-Palmolive
CL
+$396M

Sector Composition

1 Technology 23.46%
2 Financials 13.32%
3 Healthcare 10.99%
4 Consumer Discretionary 9.93%
5 Communication Services 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1676
$1.61M ﹤0.01%
36,511
-37,937
1677
$1.6M ﹤0.01%
101,578
-108,703
1678
$1.6M ﹤0.01%
83,036
-21,301
1679
$1.6M ﹤0.01%
354,110
+320,540
1680
$1.6M ﹤0.01%
42,291
-32,102
1681
$1.6M ﹤0.01%
30,061
-285,920
1682
$1.6M ﹤0.01%
48,259
-2,351
1683
$1.59M ﹤0.01%
32,425
+12,616
1684
$1.59M ﹤0.01%
377,413
+333,759
1685
$1.59M ﹤0.01%
17,183
+15,481
1686
$1.58M ﹤0.01%
35,151
-26,288
1687
$1.57M ﹤0.01%
165,600
-3,586
1688
$1.57M ﹤0.01%
121,835
-423,549
1689
$1.57M ﹤0.01%
212,933
+12,572
1690
$1.57M ﹤0.01%
155,100
1691
$1.57M ﹤0.01%
18,833
-15,275
1692
$1.56M ﹤0.01%
171,633
+169,921
1693
$1.56M ﹤0.01%
45,144
-35,199
1694
$1.56M ﹤0.01%
28,113
+26,995
1695
$1.56M ﹤0.01%
157,060
+7,060
1696
$1.55M ﹤0.01%
11,712
-6,219
1697
$1.55M ﹤0.01%
14,157
-6,627
1698
$1.55M ﹤0.01%
68,234
-20,801
1699
$1.55M ﹤0.01%
25,523
-18,114
1700
$1.55M ﹤0.01%
27,153
-10,679