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
$154B
AUM Growth
+$1.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,557
New
Increased
Reduced
Closed

Top Buys

1 +$978M
2 +$812M
3 +$602M
4
AAPL icon
Apple
AAPL
+$518M
5
NVDA icon
NVIDIA
NVDA
+$412M

Sector Composition

1 Technology 28.65%
2 Financials 12.34%
3 Healthcare 11.76%
4 Consumer Discretionary 10.56%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
$515K ﹤0.01%
35,864
+22,620
2452
$514K ﹤0.01%
37,143
+19,837
2453
$512K ﹤0.01%
57,221
-22,347
2454
$512K ﹤0.01%
25,115
+2,755
2455
$510K ﹤0.01%
16,070
+2,654
2456
$509K ﹤0.01%
52,858
-3,311
2457
$509K ﹤0.01%
1,135,998
+858,098
2458
$509K ﹤0.01%
53,663
-1,248
2459
$507K ﹤0.01%
19,329
+3,622
2460
$506K ﹤0.01%
36,041
+19,467
2461
$506K ﹤0.01%
5,561
+20
2462
$506K ﹤0.01%
85,715
+33,003
2463
$505K ﹤0.01%
43,003
-798
2464
$505K ﹤0.01%
17,612
+7,226
2465
$504K ﹤0.01%
22,060
-6,951
2466
$503K ﹤0.01%
16,259
-987
2467
$502K ﹤0.01%
14,989
+7,038
2468
$502K ﹤0.01%
36,462
-6,155
2469
$502K ﹤0.01%
30,450
-1,530
2470
$502K ﹤0.01%
67,156
-2,309
2471
$502K ﹤0.01%
11,620
+5,810
2472
$501K ﹤0.01%
19,258
+9,019
2473
$501K ﹤0.01%
23,049
-48,290
2474
$500K ﹤0.01%
39,702
+25,427
2475
$499K ﹤0.01%
26,765
+2,209