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
2451
$270K ﹤0.01%
+21,595
2452
$270K ﹤0.01%
+1,814
2453
$269K ﹤0.01%
+60,319
2454
$268K ﹤0.01%
+4,973
2455
$267K ﹤0.01%
+9,330
2456
$266K ﹤0.01%
+60,318
2457
$266K ﹤0.01%
+43,490
2458
$266K ﹤0.01%
+7,997
2459
$266K ﹤0.01%
+12,102
2460
$265K ﹤0.01%
+8,612
2461
$265K ﹤0.01%
+7,757
2462
$265K ﹤0.01%
+38,133
2463
$264K ﹤0.01%
+28,642
2464
$264K ﹤0.01%
+1,646
2465
$264K ﹤0.01%
+11,582
2466
$264K ﹤0.01%
+21,262
2467
$263K ﹤0.01%
+1,381
2468
$263K ﹤0.01%
+46,981
2469
$263K ﹤0.01%
+13,392
2470
$262K ﹤0.01%
+169,286
2471
$262K ﹤0.01%
+18,354
2472
$262K ﹤0.01%
+15,113
2473
$261K ﹤0.01%
+19,772
2474
$261K ﹤0.01%
+5,478
2475
$259K ﹤0.01%
+7,598