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
$56.3B
AUM Growth
-$14.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,722
New
Increased
Reduced
Closed

Top Buys

1 +$244M
2 +$143M
3 +$137M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$109M
5
VMW
VMware, Inc
VMW
+$103M

Sector Composition

1 Technology 15.33%
2 Healthcare 12.16%
3 Financials 11.41%
4 Consumer Discretionary 9.92%
5 Communication Services 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$682K ﹤0.01%
36,733
-55,840
2027
$682K ﹤0.01%
10,979
-58,990
2028
$682K ﹤0.01%
79,713
-79,563
2029
$682K ﹤0.01%
18,344
+3,243
2030
$679K ﹤0.01%
14,067
+1,803
2031
$679K ﹤0.01%
25,312
+333
2032
$676K ﹤0.01%
14,086
-5,604
2033
$676K ﹤0.01%
6,074
-759
2034
$675K ﹤0.01%
15,075
+981
2035
$674K ﹤0.01%
6,615
+1,606
2036
$674K ﹤0.01%
191,319
+90,756
2037
$672K ﹤0.01%
5,216
-8,646
2038
$671K ﹤0.01%
17,777
-221,323
2039
$668K ﹤0.01%
14,200
-9,814
2040
$668K ﹤0.01%
17,145
+3,150
2041
$666K ﹤0.01%
99,600
+1,160
2042
$666K ﹤0.01%
15,818
-24,386
2043
$665K ﹤0.01%
9,968
-1,292
2044
$663K ﹤0.01%
14,695
+1,206
2045
$660K ﹤0.01%
18,750
2046
$660K ﹤0.01%
10,427
-1,105
2047
$660K ﹤0.01%
34,089
-9
2048
$659K ﹤0.01%
45,291
-197,808
2049
$659K ﹤0.01%
6,692
-136
2050
$658K ﹤0.01%
14,156
+705