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
1826
$853K ﹤0.01%
+27,658
1827
$851K ﹤0.01%
+16,796
1828
$850K ﹤0.01%
+43,028
1829
$850K ﹤0.01%
+36,397
1830
$847K ﹤0.01%
+38,166
1831
$844K ﹤0.01%
+50,629
1832
$843K ﹤0.01%
+17,612
1833
$842K ﹤0.01%
+48,709
1834
$842K ﹤0.01%
+50,120
1835
$841K ﹤0.01%
+29,274
1836
$841K ﹤0.01%
+34,822
1837
$841K ﹤0.01%
+19,708
1838
$839K ﹤0.01%
+60,960
1839
$838K ﹤0.01%
+63,497
1840
$838K ﹤0.01%
+43,291
1841
$838K ﹤0.01%
+53,844
1842
$835K ﹤0.01%
+45,391
1843
$835K ﹤0.01%
+104,271
1844
$834K ﹤0.01%
+72,610
1845
$834K ﹤0.01%
+7,195
1846
$832K ﹤0.01%
+28,925
1847
$832K ﹤0.01%
+62,994
1848
$830K ﹤0.01%
+116,847
1849
$826K ﹤0.01%
+18,684
1850
$826K ﹤0.01%
+174,680