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
2426
$290K ﹤0.01%
+39,122
2427
$290K ﹤0.01%
+172,353
2428
$290K ﹤0.01%
+25,896
2429
$289K ﹤0.01%
+90,034
2430
$289K ﹤0.01%
+10,495
2431
$288K ﹤0.01%
+3,706
2432
$287K ﹤0.01%
+9,116
2433
$287K ﹤0.01%
+25,557
2434
$287K ﹤0.01%
+19,876
2435
$286K ﹤0.01%
+29,373
2436
$284K ﹤0.01%
+6,984
2437
$283K ﹤0.01%
+17,886
2438
$283K ﹤0.01%
+14,459
2439
$282K ﹤0.01%
+22,517
2440
$279K ﹤0.01%
+19,952
2441
$279K ﹤0.01%
+9,163
2442
$277K ﹤0.01%
+11,512
2443
$277K ﹤0.01%
+16,124
2444
$275K ﹤0.01%
+10,592
2445
$274K ﹤0.01%
+12,434
2446
$274K ﹤0.01%
+9,229
2447
$274K ﹤0.01%
+38,503
2448
$272K ﹤0.01%
+3,245
2449
$271K ﹤0.01%
+15,697
2450
$271K ﹤0.01%
+11,578