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
2026
$377K ﹤0.01%
29,299
-36,102
2027
$376K ﹤0.01%
4,244
-2,422
2028
$376K ﹤0.01%
8,800
-3,107
2029
$376K ﹤0.01%
68,956
-83,219
2030
$375K ﹤0.01%
1,006
-748
2031
$374K ﹤0.01%
7,891
-1,812
2032
$374K ﹤0.01%
33,418
+33,085
2033
$373K ﹤0.01%
20,914
-10,918
2034
$372K ﹤0.01%
22,326
-25,333
2035
$371K ﹤0.01%
6,929
+6,324
2036
$370K ﹤0.01%
5,479
+3,444
2037
$370K ﹤0.01%
25,593
-5,072
2038
$370K ﹤0.01%
15,398
-1,648
2039
$370K ﹤0.01%
33,167
+9,572
2040
$369K ﹤0.01%
520
-1,130
2041
$369K ﹤0.01%
40,604
+39,488
2042
$368K ﹤0.01%
3,758
+2,922
2043
$368K ﹤0.01%
51,761
-4,616
2044
$368K ﹤0.01%
20,543
-24,141
2045
$367K ﹤0.01%
8,791
-29,942
2046
$367K ﹤0.01%
65,023
-11,246
2047
$366K ﹤0.01%
21,255
+20,217
2048
$365K ﹤0.01%
14,460
-3,210
2049
$365K ﹤0.01%
13,906
-28,240
2050
$364K ﹤0.01%
8,258
-25,306