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
+$57.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,681
New
Increased
Reduced
Closed

Top Buys

1 +$2.78B
2 +$2.22B
3 +$1.67B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.65B
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$1.19B

Top Sells

1 +$1.45B
2 +$533M
3 +$410M
4
STLA icon
Stellantis
STLA
+$312M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$240M

Sector Composition

1 Technology 29.04%
2 Healthcare 11.57%
3 Financials 10.8%
4 Consumer Discretionary 10.39%
5 Communication Services 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$458K ﹤0.01%
29,564
+225
2552
$457K ﹤0.01%
68,072
-14,432
2553
$457K ﹤0.01%
33,959
-302
2554
$457K ﹤0.01%
61,384
-77,974
2555
$455K ﹤0.01%
9,183
-690
2556
$454K ﹤0.01%
17,164
-9,232
2557
$454K ﹤0.01%
13,111
-3,623
2558
$454K ﹤0.01%
19,987
2559
$452K ﹤0.01%
16,454
-4,821
2560
$452K ﹤0.01%
10,963
-12,732
2561
$452K ﹤0.01%
52,272
-3,859
2562
$451K ﹤0.01%
4,900
+1,000
2563
$451K ﹤0.01%
14,897
-1,153
2564
$450K ﹤0.01%
24,934
-198
2565
$450K ﹤0.01%
37,265
-13,670
2566
$450K ﹤0.01%
24,252
+722
2567
$450K ﹤0.01%
32,579
-406
2568
$449K ﹤0.01%
39,939
-15,351
2569
$448K ﹤0.01%
19,603
-1,077
2570
$448K ﹤0.01%
9,098
-6,026
2571
$447K ﹤0.01%
21,335
+2,446
2572
$445K ﹤0.01%
34,962
-25,802
2573
$441K ﹤0.01%
61,740
+6,781
2574
$440K ﹤0.01%
17,170
+1,234
2575
$440K ﹤0.01%
24,994
-829