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
1726
$961K ﹤0.01%
+84,200
1727
$961K ﹤0.01%
+47,402
1728
$959K ﹤0.01%
+23,040
1729
$958K ﹤0.01%
+18,946
1730
$957K ﹤0.01%
+51,087
1731
$957K ﹤0.01%
+68,924
1732
$956K ﹤0.01%
+44,183
1733
$952K ﹤0.01%
+103,122
1734
$950K ﹤0.01%
+33,455
1735
$949K ﹤0.01%
+21,532
1736
$947K ﹤0.01%
+93,211
1737
$946K ﹤0.01%
+32,151
1738
$944K ﹤0.01%
+17,440
1739
$942K ﹤0.01%
+144,540
1740
$940K ﹤0.01%
+20,522
1741
$939K ﹤0.01%
+9,211
1742
$938K ﹤0.01%
+14,879
1743
$933K ﹤0.01%
+34,628
1744
$931K ﹤0.01%
+34,672
1745
$931K ﹤0.01%
+42,980
1746
$931K ﹤0.01%
+18,065
1747
$930K ﹤0.01%
+15,734
1748
$929K ﹤0.01%
+30,540
1749
$928K ﹤0.01%
+36,536
1750
$928K ﹤0.01%
+157,085