Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.39%
 

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
+25.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44B
AUM Growth
+$1.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,428
New
Increased
Reduced
Closed

Top Sells

1 +$1.62B
2 +$1.02B
3 +$860M
4
MSFT icon
Microsoft
MSFT
+$594M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$517M

Sector Composition

1 Technology 12.99%
2 Healthcare 10.44%
3 Financials 8.64%
4 Consumer Discretionary 7.73%
5 Communication Services 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$393K ﹤0.01%
27,136
-20,061
2002
$393K ﹤0.01%
13,459
2003
$392K ﹤0.01%
17,523
+11,576
2004
$392K ﹤0.01%
7,191
+3,145
2005
$390K ﹤0.01%
19,441
-1,824
2006
$389K ﹤0.01%
13,949
+8,329
2007
$388K ﹤0.01%
22,487
+87
2008
$387K ﹤0.01%
16,852
-7,402
2009
$386K ﹤0.01%
21,419
-19,191
2010
$385K ﹤0.01%
129,552
2011
$385K ﹤0.01%
4,327
+1,811
2012
$384K ﹤0.01%
10,132
-5,677
2013
$383K ﹤0.01%
5,131
+743
2014
$383K ﹤0.01%
17,418
-2,455
2015
$383K ﹤0.01%
1,929
+645
2016
$383K ﹤0.01%
8,861
+5,369
2017
$383K ﹤0.01%
15,860
+9,593
2018
$381K ﹤0.01%
6,036
+2,050
2019
$381K ﹤0.01%
7,657
+6,439
2020
$380K ﹤0.01%
11,309
-1,232
2021
$379K ﹤0.01%
15,092
+9,599
2022
$379K ﹤0.01%
7,409
-22,377
2023
$379K ﹤0.01%
4,309
-4,498
2024
$379K ﹤0.01%
4,841
-15,370
2025
$379K ﹤0.01%
3,462
-6,344