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
1776
$1.61M ﹤0.01%
25,831
-14,961
1777
$1.6M ﹤0.01%
60,000
1778
$1.6M ﹤0.01%
35,502
+32,402
1779
$1.6M ﹤0.01%
58,868
-123,673
1780
$1.6M ﹤0.01%
16,944
-33,596
1781
$1.59M ﹤0.01%
25,929
-21,281
1782
$1.59M ﹤0.01%
44,001
+433
1783
$1.59M ﹤0.01%
174,094
-62,653
1784
$1.59M ﹤0.01%
140,300
-125,791
1785
$1.59M ﹤0.01%
368,262
-279,009
1786
$1.58M ﹤0.01%
18,978
-24,795
1787
$1.58M ﹤0.01%
77,094
-25,078
1788
$1.58M ﹤0.01%
40,223
-41,039
1789
$1.57M ﹤0.01%
19,329
-29,824
1790
$1.57M ﹤0.01%
50,082
-41,222
1791
$1.56M ﹤0.01%
43,816
-11,187
1792
$1.55M ﹤0.01%
33,015
-1,985
1793
$1.55M ﹤0.01%
22,266
+5,943
1794
$1.55M ﹤0.01%
172,122
+147,472
1795
$1.55M ﹤0.01%
23,432
-33,614
1796
$1.55M ﹤0.01%
10,901
-8,887
1797
$1.55M ﹤0.01%
27,388
-33,658
1798
$1.55M ﹤0.01%
46,812
-26,977
1799
$1.55M ﹤0.01%
221,791
-301,454
1800
$1.55M ﹤0.01%
57,783
-22,793