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
$89.9B
AUM Growth
-$34.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,215
New
Increased
Reduced
Closed

Top Buys

1 +$1.04B
2 +$957M
3 +$433M
4
PINS icon
Pinterest
PINS
+$422M
5
CL icon
Colgate-Palmolive
CL
+$396M

Sector Composition

1 Technology 23.46%
2 Financials 13.32%
3 Healthcare 10.99%
4 Consumer Discretionary 9.93%
5 Communication Services 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1901
$1.13M ﹤0.01%
51,916
+34,878
1902
$1.13M ﹤0.01%
22,817
+13,048
1903
$1.13M ﹤0.01%
113,874
+110,171
1904
$1.12M ﹤0.01%
6,444
+3,439
1905
$1.12M ﹤0.01%
105,677
+45,374
1906
$1.12M ﹤0.01%
54,108
-113,674
1907
$1.12M ﹤0.01%
+50,000
1908
$1.12M ﹤0.01%
24,735
-25,410
1909
$1.12M ﹤0.01%
67,679
+2,206
1910
$1.12M ﹤0.01%
111,684
+15,884
1911
$1.11M ﹤0.01%
32,283
-19,796
1912
$1.11M ﹤0.01%
61,183
+28,777
1913
$1.11M ﹤0.01%
32,103
-27,940
1914
$1.11M ﹤0.01%
22,757
-4,422
1915
$1.11M ﹤0.01%
16,410
+12,172
1916
$1.11M ﹤0.01%
18,218
-122,516
1917
$1.11M ﹤0.01%
109,920
+3,492
1918
$1.1M ﹤0.01%
33,507
-12,582
1919
$1.1M ﹤0.01%
+55,592
1920
$1.1M ﹤0.01%
46,281
-7,076
1921
$1.1M ﹤0.01%
5,833
-17,497
1922
$1.09M ﹤0.01%
67,394
-18,287
1923
$1.09M ﹤0.01%
49,974
+39,830
1924
$1.09M ﹤0.01%
59,081
-59,831
1925
$1.09M ﹤0.01%
74,374
-48,008