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
$60.7B
AUM Growth
-$30.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,208
New
Increased
Reduced
Closed

Top Sells

1 +$905M
2 +$735M
3 +$609M
4
LIN icon
Linde
LIN
+$517M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$488M

Sector Composition

1 Technology 17.22%
2 Healthcare 10.49%
3 Financials 9.69%
4 Communication Services 7.93%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$802K ﹤0.01%
23,375
-8
1827
$801K ﹤0.01%
129,492
+38,944
1828
$801K ﹤0.01%
18,570
-13,908
1829
$799K ﹤0.01%
33,675
-20,459
1830
$793K ﹤0.01%
44,613
-36,312
1831
$793K ﹤0.01%
26,116
-22,277
1832
$792K ﹤0.01%
37,833
-18,200
1833
$790K ﹤0.01%
72,078
+18,917
1834
$790K ﹤0.01%
8,585
+3,610
1835
$789K ﹤0.01%
34,589
-19,177
1836
$788K ﹤0.01%
43,066
-33,325
1837
$787K ﹤0.01%
78,185
+68,999
1838
$786K ﹤0.01%
148,366
-167,841
1839
$786K ﹤0.01%
44,215
-20,414
1840
$785K ﹤0.01%
28,025
-8,478
1841
$784K ﹤0.01%
16,099
-6,147
1842
$781K ﹤0.01%
41,552
-109,676
1843
$779K ﹤0.01%
10,834
-9,956
1844
$779K ﹤0.01%
+75,000
1845
$779K ﹤0.01%
268,908
+195,055
1846
$778K ﹤0.01%
107,759
-17,330
1847
$776K ﹤0.01%
24,282
+5,025
1848
$776K ﹤0.01%
56,620
-20,837
1849
$774K ﹤0.01%
72,375
-44,374
1850
$773K ﹤0.01%
66,161
-37,246