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
$218B
AUM Growth
-$3.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,468
New
Increased
Reduced
Closed

Top Sells

1 +$2.77B
2 +$1.3B
3 +$1.22B
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.11B
5
PG icon
Procter & Gamble
PG
+$915M

Sector Composition

1 Technology 33.53%
2 Consumer Discretionary 10.88%
3 Financials 10.79%
4 Communication Services 9.25%
5 Healthcare 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$1.77M ﹤0.01%
99,623
-537,885
1727
$1.77M ﹤0.01%
19,725
-23,504
1728
$1.77M ﹤0.01%
79,433
-59,212
1729
$1.76M ﹤0.01%
52,284
-98,418
1730
$1.76M ﹤0.01%
201,973
-47,914
1731
$1.74M ﹤0.01%
237,725
+108,968
1732
$1.74M ﹤0.01%
30,757
-18,345
1733
$1.74M ﹤0.01%
15,344
-5,593
1734
$1.74M ﹤0.01%
112,427
+82,715
1735
$1.73M ﹤0.01%
53,895
-6,297
1736
$1.72M ﹤0.01%
9,675
-15,916
1737
$1.72M ﹤0.01%
50,993
-27,375
1738
$1.72M ﹤0.01%
134,480
-197,489
1739
$1.72M ﹤0.01%
89,605
-8,075
1740
$1.71M ﹤0.01%
107,603
-2,477
1741
$1.71M ﹤0.01%
166,575
-22,836
1742
$1.71M ﹤0.01%
47,219
-54,986
1743
$1.71M ﹤0.01%
15,300
-76,454
1744
$1.7M ﹤0.01%
62,157
+6,321
1745
$1.7M ﹤0.01%
68,860
-8,901
1746
$1.7M ﹤0.01%
33,612
-33,306
1747
$1.7M ﹤0.01%
15,419
-10,297
1748
$1.69M ﹤0.01%
77,475
-148,826
1749
$1.69M ﹤0.01%
39,307
-32,371
1750
$1.69M ﹤0.01%
128,929
-31,075