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
$154B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,557
New
Increased
Reduced
Closed

Top Buys

1 +$978M
2 +$812M
3 +$602M
4
AAPL icon
Apple
AAPL
+$518M
5
NVDA icon
NVIDIA
NVDA
+$412M

Sector Composition

1 Technology 28.65%
2 Financials 12.34%
3 Healthcare 11.76%
4 Consumer Discretionary 10.56%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1901
$1.2M ﹤0.01%
10,221
+818
1902
$1.2M ﹤0.01%
32,349
-2,208
1903
$1.2M ﹤0.01%
10,101
-44,981
1904
$1.2M ﹤0.01%
83,727
-135,380
1905
$1.2M ﹤0.01%
41,549
-13,073
1906
$1.2M ﹤0.01%
19,175
-993
1907
$1.2M ﹤0.01%
25,164
+938
1908
$1.2M ﹤0.01%
126,611
+7,072
1909
$1.19M ﹤0.01%
27,590
+2,061
1910
$1.18M ﹤0.01%
175,529
-102,919
1911
$1.18M ﹤0.01%
41,095
-2,931
1912
$1.18M ﹤0.01%
29,920
-1,829
1913
$1.18M ﹤0.01%
833,697
+833,626
1914
$1.18M ﹤0.01%
23,484
-347
1915
$1.18M ﹤0.01%
16,810
+16,737
1916
$1.17M ﹤0.01%
+84,322
1917
$1.17M ﹤0.01%
117,440
-28,700
1918
$1.17M ﹤0.01%
104,350
+56,410
1919
$1.17M ﹤0.01%
87,269
+19,768
1920
$1.17M ﹤0.01%
14,727
-7,753
1921
$1.17M ﹤0.01%
109,475
-17,046
1922
$1.17M ﹤0.01%
54,771
+2,169
1923
$1.17M ﹤0.01%
46,183
-4,101
1924
$1.17M ﹤0.01%
36,482
-9,796
1925
$1.16M ﹤0.01%
41,190
-43,291