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
$218B
AUM Growth
-$3.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,468
New
Increased
Reduced
Closed

Top Sells

1 +$2.77B
2 +$1.3B
3 +$1.22B
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.11B
5
PG icon
Procter & Gamble
PG
+$915M

Sector Composition

1 Technology 33.53%
2 Consumer Discretionary 10.88%
3 Financials 10.79%
4 Communication Services 9.25%
5 Healthcare 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2376
$546K ﹤0.01%
23,321
-10,997
2377
$544K ﹤0.01%
13,967
-118,346
2378
$543K ﹤0.01%
86,591
-30,504
2379
$543K ﹤0.01%
12,500
2380
$542K ﹤0.01%
52,515
-17,989
2381
$541K ﹤0.01%
24,742
-20,406
2382
$541K ﹤0.01%
+9,580
2383
$539K ﹤0.01%
20,234
-24,969
2384
$538K ﹤0.01%
43,935
-23,818
2385
$537K ﹤0.01%
29,629
-674,987
2386
$537K ﹤0.01%
100,440
-52,065
2387
$537K ﹤0.01%
59,700
-48,830
2388
$537K ﹤0.01%
+16,000
2389
$537K ﹤0.01%
80,677
-19,678
2390
$536K ﹤0.01%
129,240
-18,112
2391
$536K ﹤0.01%
18,236
-18,005
2392
$536K ﹤0.01%
12,775
-18,328
2393
$536K ﹤0.01%
59,729
-42,629
2394
$534K ﹤0.01%
+116,901
2395
$533K ﹤0.01%
31,400
-17,035
2396
$532K ﹤0.01%
15,793
-4,304
2397
$531K ﹤0.01%
33,356
-26,628
2398
$530K ﹤0.01%
67,064
+8,052
2399
$529K ﹤0.01%
74,470
-31,078
2400
$529K ﹤0.01%
569,892