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
$252B
AUM Growth
+$31.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,765
New
Increased
Reduced
Closed

Top Buys

1 +$1.6B
2 +$1.11B
3 +$882M
4
JPM icon
JPMorgan Chase
JPM
+$628M
5
TSLA icon
Tesla
TSLA
+$594M

Top Sells

1 +$1.54B
2 +$1.39B
3 +$1.13B
4
AMZN icon
Amazon
AMZN
+$771M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$575M

Sector Composition

1 Technology 34.35%
2 Financials 12.77%
3 Consumer Discretionary 11.44%
4 Communication Services 8.74%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$2.62M ﹤0.01%
68,002
+31,108
2027
$2.62M ﹤0.01%
5,140
+1,789
2028
$2.6M ﹤0.01%
63,284
+10,069
2029
$2.6M ﹤0.01%
64,158
+18,281
2030
$2.6M ﹤0.01%
131,522
+39,240
2031
$2.59M ﹤0.01%
220,712
-273,672
2032
$2.59M ﹤0.01%
62,867
-37,996
2033
$2.59M ﹤0.01%
239,281
+80,254
2034
$2.59M ﹤0.01%
22,798
+2,230
2035
$2.58M ﹤0.01%
47,934
+1,244
2036
$2.58M ﹤0.01%
449,296
+106,395
2037
$2.58M ﹤0.01%
312,049
-23,939
2038
$2.58M ﹤0.01%
211,143
+6,545
2039
$2.58M ﹤0.01%
86,477
+25,284
2040
$2.57M ﹤0.01%
24,056
+8,038
2041
$2.57M ﹤0.01%
32,172
+10,432
2042
$2.57M ﹤0.01%
185,301
+54,480
2043
$2.57M ﹤0.01%
122,898
+47,239
2044
$2.56M ﹤0.01%
236,791
-80,764
2045
$2.56M ﹤0.01%
105,016
+26,046
2046
$2.55M ﹤0.01%
117,212
+76,629
2047
$2.55M ﹤0.01%
110,399
+30,933
2048
$2.55M ﹤0.01%
29,233
-3,274
2049
$2.54M ﹤0.01%
79,845
+8,137
2050
$2.54M ﹤0.01%
107,322
+46,271