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
$40.4B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Buys

1 +$4.56B
2 +$797M
3 +$786M
4
FON
SPRINT CORP FON COM
FON
+$724M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$672M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.01%
2 Financials 8.92%
3 Technology 7.95%
4 Communication Services 7%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$636K ﹤0.01%
+28,281
2002
$635K ﹤0.01%
+12,492
2003
$633K ﹤0.01%
+28,408
2004
$633K ﹤0.01%
+19,879
2005
$630K ﹤0.01%
+16,670
2006
$629K ﹤0.01%
+27,299
2007
$628K ﹤0.01%
+42,536
2008
$628K ﹤0.01%
+45,290
2009
$626K ﹤0.01%
+23,889
2010
$625K ﹤0.01%
+16,478
2011
$622K ﹤0.01%
+880
2012
$622K ﹤0.01%
+14,407
2013
$621K ﹤0.01%
+17,898
2014
$621K ﹤0.01%
+26,273
2015
$619K ﹤0.01%
+13,526
2016
$617K ﹤0.01%
+43,009
2017
$617K ﹤0.01%
+9,560
2018
$616K ﹤0.01%
+41,375
2019
$615K ﹤0.01%
+24,618
2020
$613K ﹤0.01%
+16,716
2021
$613K ﹤0.01%
+42,748
2022
$612K ﹤0.01%
+35,183
2023
$609K ﹤0.01%
+21,184
2024
$607K ﹤0.01%
+68,457
2025
$606K ﹤0.01%
+21,214