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
$61.3B
AUM Growth
+$594M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,169
New
Increased
Reduced
Closed

Top Buys

1 +$984M
2 +$406M
3 +$363M
4
CMCSA icon
Comcast
CMCSA
+$305M
5
DD icon
DuPont de Nemours
DD
+$229M

Sector Composition

1 Technology 20.46%
2 Financials 10.38%
3 Consumer Discretionary 9.4%
4 Healthcare 9.13%
5 Communication Services 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
$1.27M ﹤0.01%
109,102
-9,320
1752
$1.27M ﹤0.01%
88,704
+28,860
1753
$1.26M ﹤0.01%
19,804
-77,140
1754
$1.26M ﹤0.01%
16,230
+3,876
1755
$1.26M ﹤0.01%
33,747
+18,576
1756
$1.26M ﹤0.01%
77,686
1757
$1.26M ﹤0.01%
56,068
+12,793
1758
$1.25M ﹤0.01%
21,171
+1,458
1759
$1.25M ﹤0.01%
13,140
-32,285
1760
$1.25M ﹤0.01%
117,499
+9,740
1761
$1.23M ﹤0.01%
31,939
+27,054
1762
$1.23M ﹤0.01%
104,110
-12,620
1763
$1.23M ﹤0.01%
55,944
+14,387
1764
$1.23M ﹤0.01%
66,101
+13,921
1765
$1.23M ﹤0.01%
18,640
-9,699
1766
$1.23M ﹤0.01%
+69,439
1767
$1.23M ﹤0.01%
75,247
+73,454
1768
$1.23M ﹤0.01%
202,155
-48,698
1769
$1.23M ﹤0.01%
49,792
-10,591
1770
$1.23M ﹤0.01%
32,756
+5,296
1771
$1.22M ﹤0.01%
1,162,821
-1,313
1772
$1.22M ﹤0.01%
+137,203
1773
$1.21M ﹤0.01%
40,694
+11,634
1774
$1.21M ﹤0.01%
36,172
+11,661
1775
$1.21M ﹤0.01%
13,746
-3,523