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
1951
$1.19M ﹤0.01%
198,527
+58,249
1952
$1.18M ﹤0.01%
139,124
-1,988
1953
$1.18M ﹤0.01%
115,625
1954
$1.18M ﹤0.01%
16,217
+7,547
1955
$1.18M ﹤0.01%
347,910
-124,757
1956
$1.18M ﹤0.01%
117,550
1957
$1.17M ﹤0.01%
22,213
-238,003
1958
$1.17M ﹤0.01%
23,694
+8,197
1959
$1.17M ﹤0.01%
48,428
+3,311
1960
$1.17M ﹤0.01%
39,582
+18,312
1961
$1.17M ﹤0.01%
16,224
-1,499
1962
$1.16M ﹤0.01%
46,944
+43,856
1963
$1.16M ﹤0.01%
14,847
+4,301
1964
$1.16M ﹤0.01%
16,770
+10,035
1965
$1.16M ﹤0.01%
7,094
-8,584
1966
$1.16M ﹤0.01%
32,458
+19,668
1967
$1.16M ﹤0.01%
45,165
+10,295
1968
$1.16M ﹤0.01%
30,441
-4,123
1969
$1.16M ﹤0.01%
70,208
+28,439
1970
$1.16M ﹤0.01%
25,350
+8,948
1971
$1.15M ﹤0.01%
44,273
-7,212
1972
$1.15M ﹤0.01%
33,133
+13,200
1973
$1.15M ﹤0.01%
48,893
-2,383
1974
$1.15M ﹤0.01%
36,738
+20,919
1975
$1.14M ﹤0.01%
28,907
-10,246