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
2351
$267K ﹤0.01%
18,975
+2,353
2352
$264K ﹤0.01%
56,305
+13,255
2353
$262K ﹤0.01%
20,957
-5,205
2354
$261K ﹤0.01%
47,667
-35,785
2355
$260K ﹤0.01%
15,755
+15,754
2356
$260K ﹤0.01%
12,428
-10,036
2357
$260K ﹤0.01%
4,060
2358
$259K ﹤0.01%
21,734
-30,143
2359
$259K ﹤0.01%
5,164
-60,825
2360
$259K ﹤0.01%
126,556
-546,445
2361
$258K ﹤0.01%
30,069
-39,814
2362
$258K ﹤0.01%
1,503
-822
2363
$258K ﹤0.01%
31,236
+1,173
2364
$257K ﹤0.01%
40,899
-36,123
2365
$257K ﹤0.01%
25,281
-46,953
2366
$257K ﹤0.01%
17,994
-492
2367
$255K ﹤0.01%
34,599
+4,600
2368
$255K ﹤0.01%
4,855
-10,039
2369
$255K ﹤0.01%
12,542
-7,424
2370
$254K ﹤0.01%
3,047
-41
2371
$254K ﹤0.01%
5,557
-6,486
2372
$253K ﹤0.01%
24,424
-27,849
2373
$252K ﹤0.01%
26,333
-16,107
2374
$251K ﹤0.01%
25,623
-16,440
2375
$249K ﹤0.01%
26,116
-20,086