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
$218B
AUM Growth
-$3.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,468
New
Increased
Reduced
Closed

Top Sells

1 +$2.77B
2 +$1.3B
3 +$1.22B
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.11B
5
PG icon
Procter & Gamble
PG
+$915M

Sector Composition

1 Technology 33.53%
2 Consumer Discretionary 10.88%
3 Financials 10.79%
4 Communication Services 9.25%
5 Healthcare 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$957K ﹤0.01%
19,264
-15,954
2052
$957K ﹤0.01%
8,980
-15,044
2053
$957K ﹤0.01%
7,933
-7,715
2054
$955K ﹤0.01%
42,142
-14,908
2055
$954K ﹤0.01%
13,149
-14,176
2056
$954K ﹤0.01%
10,387
-31,915
2057
$952K ﹤0.01%
64,305
-27,099
2058
$950K ﹤0.01%
102,113
+3,608
2059
$949K ﹤0.01%
181,744
-93,323
2060
$948K ﹤0.01%
64,610
-141,584
2061
$945K ﹤0.01%
21,401
-14,924
2062
$944K ﹤0.01%
+40,778
2063
$943K ﹤0.01%
23,179
-36,146
2064
$943K ﹤0.01%
9,738
+6,022
2065
$942K ﹤0.01%
74,607
-44,434
2066
$942K ﹤0.01%
39,687
-14,279
2067
$942K ﹤0.01%
77,214
-34,061
2068
$941K ﹤0.01%
67,151
-30,543
2069
$940K ﹤0.01%
9,941
-16,408
2070
$940K ﹤0.01%
+117,100
2071
$937K ﹤0.01%
15,335
-22,241
2072
$935K ﹤0.01%
45,306
-13,026
2073
$931K ﹤0.01%
33,276
-84,033
2074
$930K ﹤0.01%
29,495
-10,284
2075
$929K ﹤0.01%
79,475
-144,701