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
$61.3B
AUM Growth
+$594M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,169
New
Increased
Reduced
Closed

Top Buys

1 +$984M
2 +$406M
3 +$363M
4
CMCSA icon
Comcast
CMCSA
+$305M
5
DD icon
DuPont de Nemours
DD
+$229M

Sector Composition

1 Technology 20.46%
2 Financials 10.38%
3 Consumer Discretionary 9.4%
4 Healthcare 9.13%
5 Communication Services 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$796K ﹤0.01%
38,992
+2,200
2027
$795K ﹤0.01%
35,461
-18,056
2028
$795K ﹤0.01%
64,598
+47,453
2029
$795K ﹤0.01%
58,569
+4,510
2030
$794K ﹤0.01%
12,256
+1,422
2031
$793K ﹤0.01%
18,090
+18,024
2032
$788K ﹤0.01%
36,634
-8,560
2033
$787K ﹤0.01%
22,148
+3,826
2034
$783K ﹤0.01%
31,590
+8,936
2035
$782K ﹤0.01%
14,238
-542,794
2036
$779K ﹤0.01%
28,164
+20,396
2037
$779K ﹤0.01%
28,453
-31,046
2038
$779K ﹤0.01%
20,934
+6,602
2039
$778K ﹤0.01%
48,241
+29,136
2040
$778K ﹤0.01%
16,164
+1,537
2041
$777K ﹤0.01%
31,580
+1,650
2042
$770K ﹤0.01%
20,954
-37,378
2043
$769K ﹤0.01%
53,166
-708
2044
$769K ﹤0.01%
26,485
-475,477
2045
$767K ﹤0.01%
18,309
+12,968
2046
$767K ﹤0.01%
71,487
+10,180
2047
$766K ﹤0.01%
64,432
+39,811
2048
$766K ﹤0.01%
23,994
-19,543
2049
$765K ﹤0.01%
52,888
+4,959
2050
$760K ﹤0.01%
91,657
+11,852