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
$37.5B
AUM Growth
-$5.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,456
New
Increased
Reduced
Closed

Top Buys

1 +$1.08B
2 +$324M
3 +$281M
4
DD icon
DuPont de Nemours
DD
+$278M
5
HCC
HCC INSURANCES HOLDINGS INC
HCC
+$230M

Top Sells

1 +$830M
2 +$281M
3 +$205M
4
BHC icon
Bausch Health
BHC
+$183M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$182M

Sector Composition

1 Healthcare 10.73%
2 Technology 8.7%
3 Financials 7.3%
4 Energy 7.22%
5 Communication Services 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$212K ﹤0.01%
3,256
-6,744
2027
$212K ﹤0.01%
13,266
+12,475
2028
$211K ﹤0.01%
2,486
+1,900
2029
$209K ﹤0.01%
2,314
-1,110
2030
$209K ﹤0.01%
13,934
+12,564
2031
$208K ﹤0.01%
5,353
-548
2032
$208K ﹤0.01%
8,331
-1,934
2033
$208K ﹤0.01%
1,152
+39
2034
$207K ﹤0.01%
69,171
-192
2035
$206K ﹤0.01%
8,568
-250,243
2036
$205K ﹤0.01%
8,178
-19,924
2037
$204K ﹤0.01%
8,496
+2,037
2038
$204K ﹤0.01%
15,647
-379
2039
$202K ﹤0.01%
4,201
+311
2040
$202K ﹤0.01%
25,280
+24,271
2041
$202K ﹤0.01%
40,295
+11,511
2042
$201K ﹤0.01%
+2,722
2043
$200K ﹤0.01%
24,973
2044
$199K ﹤0.01%
5,200
2045
$199K ﹤0.01%
3,845
-7,651
2046
$197K ﹤0.01%
9,366
+8,768
2047
$197K ﹤0.01%
7,042
-3,855
2048
$197K ﹤0.01%
15,141
-18,436
2049
$197K ﹤0.01%
1,916
-4,412
2050
$196K ﹤0.01%
18,660
+18,438