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
$42.6B
AUM Growth
-$1.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,397
New
Increased
Reduced
Closed

Top Buys

1 +$649M
2 +$353M
3 +$135M
4
HAL icon
Halliburton
HAL
+$135M
5
DOV icon
Dover
DOV
+$119M

Top Sells

1 +$3.73B
2 +$709M
3 +$468M
4
RAI
Reynolds American Inc
RAI
+$293M
5
GILD icon
Gilead Sciences
GILD
+$261M

Sector Composition

1 Technology 14.19%
2 Healthcare 11.67%
3 Financials 10.34%
4 Consumer Discretionary 9.34%
5 Communication Services 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$368K ﹤0.01%
11,753
-85
2027
$366K ﹤0.01%
5,615
-4,147
2028
$364K ﹤0.01%
6,513
-16,285
2029
$364K ﹤0.01%
395
+391
2030
$363K ﹤0.01%
40,649
-21,949
2031
$362K ﹤0.01%
10,962
-76,900
2032
$361K ﹤0.01%
6,860
+3,078
2033
$361K ﹤0.01%
20,157
-65,476
2034
$361K ﹤0.01%
87,780
+41,924
2035
$361K ﹤0.01%
17,842
-2,300
2036
$360K ﹤0.01%
15,212
+1,477
2037
$359K ﹤0.01%
15,088
-34,916
2038
$358K ﹤0.01%
6,189
+5,075
2039
$358K ﹤0.01%
7,012
-6,433
2040
$357K ﹤0.01%
28,853
+28,811
2041
$357K ﹤0.01%
8,479
-19,802
2042
$356K ﹤0.01%
12,500
2043
$356K ﹤0.01%
34,053
+8,884
2044
$354K ﹤0.01%
27,705
+27,533
2045
$354K ﹤0.01%
10,016
+6,743
2046
$354K ﹤0.01%
13,498
-5,945
2047
$352K ﹤0.01%
9,941
+8,759
2048
$352K ﹤0.01%
3,812
+3,444
2049
$351K ﹤0.01%
7,309
-5,481
2050
$351K ﹤0.01%
23,457
+9,449