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
$41.4B
AUM Growth
+$950M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,604
New
Increased
Reduced
Closed

Top Buys

1 +$1.36B
2 +$236M
3 +$223M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$222M
5
SO icon
Southern Company
SO
+$182M

Top Sells

1 +$724M
2 +$469M
3 +$409M
4
IYR icon
iShares US Real Estate ETF
IYR
+$407M
5
ZTS icon
Zoetis
ZTS
+$215M

Sector Composition

1 Financials 9.37%
2 Healthcare 8.6%
3 Technology 8.48%
4 Energy 6.93%
5 Communication Services 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$218K ﹤0.01%
15,587
-1,354
2477
$218K ﹤0.01%
31,157
-7,346
2478
$216K ﹤0.01%
3,427
-1,596
2479
$215K ﹤0.01%
781
-3,610
2480
$215K ﹤0.01%
17,944
+12,083
2481
$215K ﹤0.01%
19,552
-74,844
2482
$214K ﹤0.01%
10,224
+9,426
2483
$213K ﹤0.01%
+8,500
2484
$213K ﹤0.01%
4,740
-5,495
2485
$213K ﹤0.01%
7,350
-150
2486
$213K ﹤0.01%
5,307
+4,816
2487
$212K ﹤0.01%
35,225
-6,467
2488
$212K ﹤0.01%
19,307
-14,442
2489
$212K ﹤0.01%
+19,239
2490
$212K ﹤0.01%
35,280
-15,318
2491
$211K ﹤0.01%
11,096
+4,280
2492
$210K ﹤0.01%
8,113
-597
2493
$210K ﹤0.01%
7,779
-29,999
2494
$209K ﹤0.01%
12,284
-31,007
2495
$209K ﹤0.01%
9,941
+1,889
2496
$208K ﹤0.01%
7,177
+330
2497
$207K ﹤0.01%
34,557
+19,850
2498
$207K ﹤0.01%
10,907
-675
2499
$207K ﹤0.01%
68,800
+67,200
2500
$206K ﹤0.01%
5,701
+2,167