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
1926
$679K ﹤0.01%
66,191
+24,994
1927
$676K ﹤0.01%
88,944
-45,893
1928
$672K ﹤0.01%
268,232
+47,666
1929
$671K ﹤0.01%
26,931
-22,419
1930
$669K ﹤0.01%
47,108
-64,913
1931
$669K ﹤0.01%
42,041
-64,061
1932
$668K ﹤0.01%
91,327
+25,910
1933
$665K ﹤0.01%
87,456
+51,860
1934
$665K ﹤0.01%
29,930
-17,371
1935
$664K ﹤0.01%
18,265
-31,050
1936
$659K ﹤0.01%
72,367
+21,071
1937
$658K ﹤0.01%
+67,503
1938
$656K ﹤0.01%
306,774
+60,956
1939
$652K ﹤0.01%
17,937
-24,363
1940
$650K ﹤0.01%
52,522
-140,332
1941
$650K ﹤0.01%
18,574
-15,416
1942
$649K ﹤0.01%
74,522
-2,717
1943
$649K ﹤0.01%
41,127
-148,607
1944
$647K ﹤0.01%
130,595
+127,254
1945
$646K ﹤0.01%
39,044
-27,022
1946
$644K ﹤0.01%
+4,710
1947
$643K ﹤0.01%
49,948
-42,159
1948
$642K ﹤0.01%
43,275
-11,686
1949
$641K ﹤0.01%
14,379
-13,916
1950
$639K ﹤0.01%
14,332
-11,563