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
$116B
AUM Growth
+$25.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,890
New
Increased
Reduced
Closed

Top Buys

1 +$2.5B
2 +$1.68B
3 +$951M
4
JNJ icon
Johnson & Johnson
JNJ
+$750M
5
UNH icon
UnitedHealth
UNH
+$703M

Top Sells

1 +$913M
2 +$257M
3 +$225M
4
VRT icon
Vertiv
VRT
+$164M
5
JPM icon
JPMorgan Chase
JPM
+$161M

Sector Composition

1 Technology 24.07%
2 Healthcare 14.19%
3 Financials 12.54%
4 Consumer Discretionary 10.33%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$1.23M ﹤0.01%
123,390
1927
$1.23M ﹤0.01%
14,840
1928
$1.23M ﹤0.01%
13,892
-11,081
1929
$1.22M ﹤0.01%
38,224
+7,954
1930
$1.22M ﹤0.01%
30,424
-1,517
1931
$1.22M ﹤0.01%
24,827
-5,471
1932
$1.22M ﹤0.01%
44,084
-246,472
1933
$1.22M ﹤0.01%
165,695
-183,646
1934
$1.21M ﹤0.01%
57,083
1935
$1.21M ﹤0.01%
3,254,791
+659,022
1936
$1.21M ﹤0.01%
8,604
+3,857
1937
$1.21M ﹤0.01%
119,758
-149,200
1938
$1.21M ﹤0.01%
596,091
+38,250
1939
$1.21M ﹤0.01%
23,174
-48,925
1940
$1.21M ﹤0.01%
17,676
+8,945
1941
$1.21M ﹤0.01%
40,277
-30,249
1942
$1.21M ﹤0.01%
94,331
+30,186
1943
$1.21M ﹤0.01%
14,440
-7,110
1944
$1.2M ﹤0.01%
303,110
+9,883
1945
$1.19M ﹤0.01%
7,522
-10,350
1946
$1.19M ﹤0.01%
103,609
+4,503
1947
$1.19M ﹤0.01%
116,666
1948
$1.19M ﹤0.01%
144,023
-135
1949
$1.19M ﹤0.01%
22,562
-11,052
1950
$1.19M ﹤0.01%
29,610
+14,994