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
2601
$165K ﹤0.01%
13,724
+2,230
2602
$165K ﹤0.01%
15,053
-907
2603
$165K ﹤0.01%
14,971
+2,747
2604
$165K ﹤0.01%
15,004
-3,460
2605
$164K ﹤0.01%
10,214
-18,428
2606
$164K ﹤0.01%
4,308
-2,529
2607
$164K ﹤0.01%
27,410
+21,281
2608
$163K ﹤0.01%
2,326
-1,127
2609
$163K ﹤0.01%
16,936
-11,945
2610
$163K ﹤0.01%
8,589
-477
2611
$162K ﹤0.01%
11,597
+3,755
2612
$162K ﹤0.01%
18,019
-10,623
2613
$161K ﹤0.01%
20,067
+5,783
2614
$161K ﹤0.01%
3,746
+1,815
2615
$160K ﹤0.01%
17,761
+7,265
2616
$160K ﹤0.01%
9,744
-6,168
2617
$160K ﹤0.01%
6,930
-158
2618
$159K ﹤0.01%
22,708
-240
2619
$159K ﹤0.01%
4,807
-1,175,647
2620
$158K ﹤0.01%
15,818
+15,225
2621
$157K ﹤0.01%
13,042
+8,257
2622
$157K ﹤0.01%
6,672
-4,906
2623
$156K ﹤0.01%
6,773
-6,130
2624
$156K ﹤0.01%
1,858
-1,924
2625
$156K ﹤0.01%
11,993
+6,071