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
$40.4B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Buys

1 +$4.56B
2 +$797M
3 +$786M
4
FON
SPRINT CORP FON COM
FON
+$724M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$672M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.01%
2 Financials 8.92%
3 Technology 7.95%
4 Communication Services 7%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$373K ﹤0.01%
+7,071
2302
$371K ﹤0.01%
+13,192
2303
$371K ﹤0.01%
+16,922
2304
$370K ﹤0.01%
+26,029
2305
$369K ﹤0.01%
+64,028
2306
$369K ﹤0.01%
+1,056
2307
$369K ﹤0.01%
+29,000
2308
$368K ﹤0.01%
+14,528
2309
$366K ﹤0.01%
+16,511
2310
$365K ﹤0.01%
+6,678
2311
$365K ﹤0.01%
+9,090
2312
$364K ﹤0.01%
+13,352
2313
$363K ﹤0.01%
+33,749
2314
$363K ﹤0.01%
+19,690
2315
$361K ﹤0.01%
+17,399
2316
$361K ﹤0.01%
+24,620
2317
$360K ﹤0.01%
+7,969
2318
$359K ﹤0.01%
+38,683
2319
$358K ﹤0.01%
+11,521
2320
$358K ﹤0.01%
+7,572
2321
$357K ﹤0.01%
+42,761
2322
$357K ﹤0.01%
+17,727
2323
$356K ﹤0.01%
+24,706
2324
$356K ﹤0.01%
+25,721
2325
$355K ﹤0.01%
+12,514