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
1926
$1.16M ﹤0.01%
104,025
-2,964
1927
$1.16M ﹤0.01%
26,697
+1,859
1928
$1.16M ﹤0.01%
66,198
-13
1929
$1.16M ﹤0.01%
8,820
-15,363
1930
$1.16M ﹤0.01%
82,572
-72,943
1931
$1.15M ﹤0.01%
63,177
-5,357
1932
$1.15M ﹤0.01%
65,237
-25,973
1933
$1.15M ﹤0.01%
80,527
+43,287
1934
$1.15M ﹤0.01%
12,204
+2,000
1935
$1.15M ﹤0.01%
7,872
+7,602
1936
$1.14M ﹤0.01%
15,412
-903
1937
$1.14M ﹤0.01%
81,056
-4,030
1938
$1.14M ﹤0.01%
163,165
-5,853
1939
$1.14M ﹤0.01%
43,127
-17,818
1940
$1.14M ﹤0.01%
70,248
+10,720
1941
$1.14M ﹤0.01%
31,726
-239,825
1942
$1.14M ﹤0.01%
44,098
+9,888
1943
$1.14M ﹤0.01%
251,118
-261,435
1944
$1.14M ﹤0.01%
25,235
+2,839
1945
$1.14M ﹤0.01%
5,621
+1,009
1946
$1.14M ﹤0.01%
138,047
+7,203
1947
$1.13M ﹤0.01%
49,632
+31,053
1948
$1.13M ﹤0.01%
62,754
+11,697
1949
$1.13M ﹤0.01%
115,113
-501,427
1950
$1.13M ﹤0.01%
47,790
-62,369