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
$60.7B
AUM Growth
-$30.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,208
New
Increased
Reduced
Closed

Top Sells

1 +$905M
2 +$735M
3 +$609M
4
LIN icon
Linde
LIN
+$517M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$488M

Sector Composition

1 Technology 17.22%
2 Healthcare 10.49%
3 Financials 9.69%
4 Communication Services 7.93%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2126
$439K ﹤0.01%
42,100
-39,069
2127
$439K ﹤0.01%
22,452
-41,654
2128
$436K ﹤0.01%
11,351
-11,759
2129
$435K ﹤0.01%
12,090
-9,856
2130
$435K ﹤0.01%
18,972
-11,747
2131
$435K ﹤0.01%
3,632
-2,631
2132
$435K ﹤0.01%
57,645
-257,318
2133
$435K ﹤0.01%
61,603
-27,078
2134
$434K ﹤0.01%
8,873
+336
2135
$433K ﹤0.01%
45,229
-28,373
2136
$432K ﹤0.01%
41,077
-21,753
2137
$432K ﹤0.01%
115,255
-101,909
2138
$431K ﹤0.01%
123,976
-16,168
2139
$429K ﹤0.01%
20,819
-37,344
2140
$429K ﹤0.01%
26,976
-23,466
2141
$429K ﹤0.01%
182,634
-40,072
2142
$428K ﹤0.01%
15,853
-13,180
2143
$428K ﹤0.01%
44,346
-79,768
2144
$426K ﹤0.01%
+1,333
2145
$425K ﹤0.01%
25,739
-78,451
2146
$424K ﹤0.01%
31,275
-12,373
2147
$424K ﹤0.01%
6,980
+920
2148
$422K ﹤0.01%
8,054
-17,816
2149
$421K ﹤0.01%
38,534
-7,415
2150
$420K ﹤0.01%
54,775
-151,411