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
$104B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,080
New
Increased
Reduced
Closed

Sector Composition

1 Technology 22.43%
2 Financials 13.7%
3 Consumer Discretionary 10.25%
4 Communication Services 10.01%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
$706K ﹤0.01%
77,866
+8,121
2452
$704K ﹤0.01%
20,970
+1,432
2453
$704K ﹤0.01%
14,958
+5,654
2454
$703K ﹤0.01%
12,741
+1,265
2455
$702K ﹤0.01%
19,716
+1,732
2456
$701K ﹤0.01%
15,103
-6
2457
$701K ﹤0.01%
23,483
+8,180
2458
$701K ﹤0.01%
+4,950
2459
$700K ﹤0.01%
21,116
+15,434
2460
$697K ﹤0.01%
19,783
+10,946
2461
$694K ﹤0.01%
14,614
-13,278
2462
$694K ﹤0.01%
73,638
+63,875
2463
$687K ﹤0.01%
17,797
-50,000
2464
$686K ﹤0.01%
17,647
+12,514
2465
$684K ﹤0.01%
35,905
-433,375
2466
$684K ﹤0.01%
+26,744
2467
$682K ﹤0.01%
16,600
+12,900
2468
$681K ﹤0.01%
+30,224
2469
$678K ﹤0.01%
4,353
-1,194
2470
$677K ﹤0.01%
13,605
-132,035
2471
$672K ﹤0.01%
6,582
+370
2472
$671K ﹤0.01%
22,270
-2,193
2473
$671K ﹤0.01%
11,848
+6,658
2474
$669K ﹤0.01%
49,294
2475
$669K ﹤0.01%
62,306
+25,648