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
$220B
AUM Growth
+$17.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,725
New
Increased
Reduced
Closed

Top Buys

1 +$3.85B
2 +$1.78B
3 +$1.57B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.49B
5
MA icon
Mastercard
MA
+$1.09B

Top Sells

1 +$1.3B
2 +$650M
3 +$475M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$432M
5
NRG icon
NRG Energy
NRG
+$387M

Sector Composition

1 Technology 28.21%
2 Financials 14.77%
3 Consumer Discretionary 11.75%
4 Healthcare 8.96%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$783K ﹤0.01%
+174,277
2527
$782K ﹤0.01%
28,250
-501
2528
$781K ﹤0.01%
89,731
-34,902
2529
$780K ﹤0.01%
16,996
-4,336
2530
$778K ﹤0.01%
18,442
-7,770
2531
$777K ﹤0.01%
343,795
-3,401,871
2532
$776K ﹤0.01%
9,130
-2,077
2533
$773K ﹤0.01%
75,333
+750
2534
$773K ﹤0.01%
71,030
-1,475,047
2535
$773K ﹤0.01%
31,086
-39,093
2536
$772K ﹤0.01%
28,395
-68,123
2537
$772K ﹤0.01%
168,093
-10,275
2538
$771K ﹤0.01%
18,932
-3,992
2539
$770K ﹤0.01%
128,977
-3,917
2540
$768K ﹤0.01%
27,412
-9,090
2541
$766K ﹤0.01%
19,599
+14,953
2542
$763K ﹤0.01%
41,179
-15,935
2543
$756K ﹤0.01%
45,429
-8,313
2544
$755K ﹤0.01%
36,375
+14,375
2545
$755K ﹤0.01%
76,693
+11,871
2546
$754K ﹤0.01%
49,445
-23,905
2547
$753K ﹤0.01%
6,801
-2,096
2548
$753K ﹤0.01%
226,772
-74,138
2549
$753K ﹤0.01%
88,435
+85,935
2550
$753K ﹤0.01%
107,809
-43,684