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
$55.4B
AUM Growth
+$14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,657
New
Increased
Reduced
Closed

Top Buys

1 +$3.38B
2 +$685M
3 +$497M
4
BHC icon
Bausch Health
BHC
+$314M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$299M

Top Sells

1 +$418M
2 +$243M
3 +$193M
4
SO icon
Southern Company
SO
+$163M
5
DELL
DELL INC
DELL
+$150M

Sector Composition

1 Healthcare 9.19%
2 Financials 9.09%
3 Technology 8.22%
4 Consumer Discretionary 6.37%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$544K ﹤0.01%
36,196
+34,701
2027
$542K ﹤0.01%
25,788
-23,810
2028
$540K ﹤0.01%
540,076
+84,147
2029
$539K ﹤0.01%
59,885
+8,239
2030
$538K ﹤0.01%
13,562
+6,436
2031
$538K ﹤0.01%
4,481
+2,942
2032
$537K ﹤0.01%
43,868
+32,172
2033
$537K ﹤0.01%
38,370
-3,405
2034
$537K ﹤0.01%
53,711
-7,021
2035
$536K ﹤0.01%
6,521
-1,903
2036
$535K ﹤0.01%
47,051
+13,631
2037
$535K ﹤0.01%
6,940
+363
2038
$535K ﹤0.01%
13,694
+3,016
2039
$534K ﹤0.01%
+31,433
2040
$531K ﹤0.01%
14,001
-13,881
2041
$530K ﹤0.01%
24,083
-220,705
2042
$530K ﹤0.01%
48,259
-216,475
2043
$529K ﹤0.01%
8,550
+4,163
2044
$529K ﹤0.01%
25,168
-21,629
2045
$529K ﹤0.01%
13,539
-8
2046
$529K ﹤0.01%
10,588
+3,789
2047
$528K ﹤0.01%
1,885
+1,581
2048
$527K ﹤0.01%
43,883
+7,086
2049
$523K ﹤0.01%
2,754
+546
2050
$523K ﹤0.01%
+20,898