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
1951
$1.12M ﹤0.01%
64,598
+2,010
1952
$1.12M ﹤0.01%
43,595
+2,039
1953
$1.12M ﹤0.01%
6,367
+845
1954
$1.12M ﹤0.01%
36,319
-18,218
1955
$1.12M ﹤0.01%
14,810
-918
1956
$1.12M ﹤0.01%
34,189
+4,461
1957
$1.12M ﹤0.01%
22,255
-4,640
1958
$1.11M ﹤0.01%
32,293
+6,358
1959
$1.11M ﹤0.01%
21,340
-394
1960
$1.1M ﹤0.01%
81,082
-87,518
1961
$1.1M ﹤0.01%
37,051
-2,164
1962
$1.1M ﹤0.01%
65,513
-593,259
1963
$1.1M ﹤0.01%
207,077
-26,341
1964
$1.1M ﹤0.01%
23,060
+4,515
1965
$1.1M ﹤0.01%
136,419
-322,483
1966
$1.1M ﹤0.01%
170,578
-5,839
1967
$1.09M ﹤0.01%
23,793
-6,464
1968
$1.09M ﹤0.01%
102,349
+9,514
1969
$1.09M ﹤0.01%
32,066
-70,142
1970
$1.09M ﹤0.01%
11,342
-76
1971
$1.09M ﹤0.01%
61,810
-311,689
1972
$1.09M ﹤0.01%
63,684
+1,698
1973
$1.09M ﹤0.01%
25,891
-7,998
1974
$1.08M ﹤0.01%
58,793
+18,382
1975
$1.08M ﹤0.01%
+106,688