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
$89.9B
AUM Growth
-$34.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,215
New
Increased
Reduced
Closed

Top Buys

1 +$1.04B
2 +$957M
3 +$433M
4
PINS icon
Pinterest
PINS
+$422M
5
CL icon
Colgate-Palmolive
CL
+$396M

Sector Composition

1 Technology 23.46%
2 Financials 13.32%
3 Healthcare 10.99%
4 Consumer Discretionary 9.93%
5 Communication Services 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
$720K ﹤0.01%
19,728
-30,362
2227
$718K ﹤0.01%
16,431
-402
2228
$718K ﹤0.01%
200,366
+9,941
2229
$718K ﹤0.01%
30,466
+26,923
2230
$716K ﹤0.01%
10,470
2231
$715K ﹤0.01%
27,655
+4,204
2232
$714K ﹤0.01%
72,307
2233
$714K ﹤0.01%
36,585
-95,829
2234
$713K ﹤0.01%
13,196
-10,988
2235
$713K ﹤0.01%
5,505
-10,574
2236
$710K ﹤0.01%
18,461
-19,239
2237
$710K ﹤0.01%
8,808
-258
2238
$710K ﹤0.01%
20,954
-77,893
2239
$709K ﹤0.01%
72,189
+21,132
2240
$708K ﹤0.01%
10,415
-2,370
2241
$707K ﹤0.01%
430,808
+325,689
2242
$705K ﹤0.01%
136,958
-428,849
2243
$705K ﹤0.01%
9,845
-11,548
2244
$702K ﹤0.01%
44,637
+41,057
2245
$702K ﹤0.01%
207,284
+202,553
2246
$702K ﹤0.01%
34,717
-24,024
2247
$702K ﹤0.01%
205,913
-167,900
2248
$702K ﹤0.01%
71,564
-25,000
2249
$699K ﹤0.01%
24,999
+19,870
2250
$698K ﹤0.01%
7,669
+4,955