We are live on ! Find out more
Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

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
+34.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280B
AUM Growth
+$30.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,586
New
Increased
Reduced
Closed

Top Buys

1 +$42.5B
2 +$2.39B
3 +$1.17B
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.08B
5
JPM icon
JPMorgan Chase
JPM
+$808M

Top Sells

1 +$1.26B
2 +$843M
3 +$674M
4
GPN icon
Global Payments
GPN
+$623M
5
PLTR icon
Palantir
PLTR
+$577M

Sector Composition

1 Technology 26.94%
2 Financials 10.56%
3 Communication Services 8.22%
4 Consumer Discretionary 7.94%
5 Healthcare 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LYV icon
226
Live Nation Entertainment
LYV
$41.4B
$195M 0.07%
1,279,292
+509,988
AON icon
227
Aon
AON
$68.5B
$194M 0.07%
600,554
+12,010
MMM icon
228
3M
MMM
$86.5B
$191M 0.07%
1,315,645
+40,918
VRT icon
229
Vertiv
VRT
$115B
$191M 0.07%
761,621
+278,139
ET icon
230
Energy Transfer Partners
ET
$66B
$191M 0.07%
9,882,131
+7,420,363
AU icon
231
AngloGold Ashanti
AU
$41.1B
$191M 0.07%
1,958,282
-267,278
ECHO
232
EchoStar
ECHO
$28.5B
$189M 0.07%
1,617,086
+1,057,268
EOG icon
233
EOG Resources
EOG
$71.1B
$188M 0.07%
1,303,578
+115,306
KKR icon
234
KKR & Co
KKR
$83.7B
$188M 0.07%
2,036,349
+38,171
CMI icon
235
Cummins
CMI
$95.1B
$187M 0.07%
347,658
-182,715
VTR icon
236
Ventas
VTR
$43.3B
$186M 0.07%
2,280,385
+930,754
ECL icon
237
Ecolab
ECL
$79.3B
$186M 0.07%
700,358
+157,682
UAL icon
238
United Airlines
UAL
$44.2B
$186M 0.07%
2,022,594
-1,064,946
EWY icon
239
iShares MSCI South Korea ETF
EWY
$23.8B
$186M 0.07%
1,510,978
+599,998
APD icon
240
Air Products & Chemicals
APD
$62.2B
$184M 0.07%
632,011
+80,348
CSX icon
241
CSX Corp
CSX
$88.1B
$183M 0.07%
4,447,609
-2,743,963
EA icon
242
Electronic Arts
EA
$51.5B
$182M 0.07%
891,775
-296,486
MBB icon
243
iShares MBS ETF
MBB
$39.8B
$182M 0.06%
1,912,803
-2,480,627
RF icon
244
Regions Financial
RF
$25.5B
$181M 0.06%
6,916,422
+738,002
CL icon
245
Colgate-Palmolive
CL
$73.6B
$180M 0.06%
2,113,254
-581,983
EXC icon
246
Exelon
EXC
$48.3B
$180M 0.06%
3,673,767
-242,704
AEE icon
247
Ameren
AEE
$31.7B
$180M 0.06%
1,637,492
+502,708
FTNT icon
248
Fortinet
FTNT
$110B
$179M 0.06%
2,193,503
-565,884
FITB
249
Fifth Third Bancorp
FITB
$51.1B
$179M 0.06%
3,852,955
+1,295,056
TRGP icon
250
Targa Resources
TRGP
$58.6B
$178M 0.06%
708,624
+60,703