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
1876
$734K ﹤0.01%
146,552
-161,900
1877
$730K ﹤0.01%
30,294
-339,283
1878
$730K ﹤0.01%
79,805
-68,585
1879
$729K ﹤0.01%
55,111
-7,583
1880
$729K ﹤0.01%
64,623
-54,781
1881
$728K ﹤0.01%
+22,300
1882
$727K ﹤0.01%
15,680
-62,178
1883
$727K ﹤0.01%
60,546
-15,082
1884
$726K ﹤0.01%
726
-2,710
1885
$722K ﹤0.01%
61,330
+50,781
1886
$721K ﹤0.01%
20,021
-1,439,608
1887
$721K ﹤0.01%
21,207
-20,521
1888
$720K ﹤0.01%
43,534
-12,484
1889
$719K ﹤0.01%
31,105
-19,599
1890
$718K ﹤0.01%
32,681
-6,142
1891
$718K ﹤0.01%
54,849
-140,890
1892
$717K ﹤0.01%
+1,702
1893
$716K ﹤0.01%
390,978
+250,711
1894
$716K ﹤0.01%
25,202
-31,595
1895
$714K ﹤0.01%
70,780
-22,821
1896
$712K ﹤0.01%
26,497
+6,893
1897
$712K ﹤0.01%
29,556
-31,371
1898
$710K ﹤0.01%
83,524
-135,839
1899
$708K ﹤0.01%
64,714
-54,994
1900
$708K ﹤0.01%
30,319
-68,215