Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

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
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$33.7B
AUM Growth
-$3.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,454
New
Increased
Reduced
Closed

Top Buys

1 +$368M
2 +$353M
3 +$244M
4
BHC icon
Bausch Health
BHC
+$221M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$204M

Top Sells

1 +$4.35B
2 +$595M
3 +$377M
4
DD icon
DuPont de Nemours
DD
+$350M
5
HCC
HCC INSURANCES HOLDINGS INC
HCC
+$237M

Sector Composition

1 Healthcare 12.5%
2 Technology 11.94%
3 Financials 11.31%
4 Communication Services 7.76%
5 Energy 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$182K ﹤0.01%
36,325
+2,170
2002
$182K ﹤0.01%
4,546
+347
2003
$182K ﹤0.01%
+7,604
2004
$181K ﹤0.01%
16,462
+16,242
2005
$181K ﹤0.01%
8,600
-16,708
2006
$181K ﹤0.01%
60,412
-8,759
2007
$180K ﹤0.01%
2,858
-398
2008
$179K ﹤0.01%
16,745
2009
$179K ﹤0.01%
1,903
+1,165
2010
$178K ﹤0.01%
5,556
+5,167
2011
$177K ﹤0.01%
88,671
-133,494
2012
$176K ﹤0.01%
6,049
+1,865
2013
$176K ﹤0.01%
5,847
-27,613
2014
$176K ﹤0.01%
4,403
-250
2015
$176K ﹤0.01%
58,761
-147,293
2016
$176K ﹤0.01%
6,300
+3,700
2017
$175K ﹤0.01%
17,437
-63,280
2018
$175K ﹤0.01%
+19,400
2019
$174K ﹤0.01%
5,788
+3,969
2020
$173K ﹤0.01%
2,720
-2,816
2021
$173K ﹤0.01%
3,225
-8,255
2022
$172K ﹤0.01%
1,560
-202,384
2023
$172K ﹤0.01%
4,778
-4,468
2024
$172K ﹤0.01%
57,365
-29,573
2025
$171K ﹤0.01%
8,980
-17,542