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
$89.7B
AUM Growth
+$5.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,868
New
Increased
Reduced
Closed

Top Buys

1 +$1.12B
2 +$606M
3 +$542M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$409M
5
AAPL icon
Apple
AAPL
+$302M

Top Sells

1 +$2.23B
2 +$1.41B
3 +$1.26B
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$935M
5
DD icon
DuPont de Nemours
DD
+$669M

Sector Composition

1 Technology 20.31%
2 Financials 12.52%
3 Consumer Discretionary 10.54%
4 Communication Services 10.47%
5 Healthcare 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$849K ﹤0.01%
23,462
-7,112
2027
$849K ﹤0.01%
254,488
-12,411
2028
$848K ﹤0.01%
53,283
-5,206
2029
$848K ﹤0.01%
22,090
-1,577
2030
$846K ﹤0.01%
24,253
-10,865
2031
$845K ﹤0.01%
188,519
-5,892
2032
$843K ﹤0.01%
192,638
-76,570
2033
$838K ﹤0.01%
11,004
-3,493
2034
$837K ﹤0.01%
34,150
-6,580
2035
$835K ﹤0.01%
23,764
-11,715
2036
$834K ﹤0.01%
2,096
-585
2037
$833K ﹤0.01%
3,771
-119
2038
$833K ﹤0.01%
11,476
+5,779
2039
$830K ﹤0.01%
12,490
+1,356
2040
$829K ﹤0.01%
28,198
-2,804
2041
$828K ﹤0.01%
5,547
-1,171
2042
$825K ﹤0.01%
39,706
-3,790
2043
$823K ﹤0.01%
32,893
-3,128
2044
$823K ﹤0.01%
11,764
-5,007
2045
$823K ﹤0.01%
68,835
+16,981
2046
$817K ﹤0.01%
27,397
-7,411
2047
$817K ﹤0.01%
29,847
-1,976
2048
$815K ﹤0.01%
11,100
+5,800
2049
$815K ﹤0.01%
19,300
2050
$814K ﹤0.01%
2,204
-681