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
1701
$1.55M ﹤0.01%
65,081
+9,048
1702
$1.54M ﹤0.01%
26,962
-4,155
1703
$1.54M ﹤0.01%
43,460
-18,665
1704
$1.54M ﹤0.01%
25,682
-775
1705
$1.54M ﹤0.01%
157,511
1706
$1.54M ﹤0.01%
16,830
-25,023
1707
$1.53M ﹤0.01%
39,761
-6,541
1708
$1.53M ﹤0.01%
8,933
+25
1709
$1.53M ﹤0.01%
24,433
-3,814
1710
$1.52M ﹤0.01%
22,715
+724
1711
$1.52M ﹤0.01%
24,300
-200
1712
$1.51M ﹤0.01%
48,526
-4,937
1713
$1.51M ﹤0.01%
59,871
+1,628
1714
$1.5M ﹤0.01%
150,000
-38,600
1715
$1.5M ﹤0.01%
46,868
-103,234
1716
$1.5M ﹤0.01%
14,266
+14,046
1717
$1.5M ﹤0.01%
+153,082
1718
$1.5M ﹤0.01%
22,646
-33,981
1719
$1.49M ﹤0.01%
152,453
1720
$1.49M ﹤0.01%
150,000
1721
$1.49M ﹤0.01%
21,570
-141,989
1722
$1.49M ﹤0.01%
72,817
-20,642
1723
$1.49M ﹤0.01%
37,659
+18,543
1724
$1.48M ﹤0.01%
15,778
-24,189
1725
$1.48M ﹤0.01%
105,266
+29,280