Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.39%
 

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
+25.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.8B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,762
New
Increased
Reduced
Closed

Top Sells

1 +$431M
2 +$223M
3 +$213M
4
HAL icon
Halliburton
HAL
+$211M
5
BMY icon
Bristol-Myers Squibb
BMY
+$204M

Sector Composition

1 Technology 17.28%
2 Financials 11.91%
3 Healthcare 11.8%
4 Consumer Discretionary 10.58%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2176
$1.05M ﹤0.01%
29,865
-34,977
2177
$1.05M ﹤0.01%
35,470
+5,326
2178
$1.05M ﹤0.01%
14,843
-156,433
2179
$1.05M ﹤0.01%
75,041
-63,202
2180
$1.05M ﹤0.01%
77,600
-76,405
2181
$1.05M ﹤0.01%
54,660
+30,343
2182
$1.05M ﹤0.01%
19,734
+4,120
2183
$1.05M ﹤0.01%
61,974
+60,443
2184
$1.05M ﹤0.01%
56,109
+39,670
2185
$1.04M ﹤0.01%
163,158
-28,729
2186
$1.04M ﹤0.01%
19,171
+9,310
2187
$1.04M ﹤0.01%
15,963
+11,841
2188
$1.04M ﹤0.01%
29,033
+16,872
2189
$1.03M ﹤0.01%
52,312
+15,579
2190
$1.03M ﹤0.01%
53,667
-43,800
2191
$1.03M ﹤0.01%
57,863
+56,265
2192
$1.03M ﹤0.01%
26,087
+9,576
2193
$1.03M ﹤0.01%
31,486
+28,347
2194
$1.03M ﹤0.01%
71,786
+48,060
2195
$1.03M ﹤0.01%
35,703
+27,545
2196
$1.02M ﹤0.01%
42,669
-5,759
2197
$1.02M ﹤0.01%
26,222
+21,648
2198
$1.01M ﹤0.01%
293,488
+227,215
2199
$1.01M ﹤0.01%
66,012
+1,389
2200
$1.01M ﹤0.01%
21,464
+17,649