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
2601
$424K ﹤0.01%
41,976
+30,676
2602
$423K ﹤0.01%
+4,610
2603
$423K ﹤0.01%
100,562
+20,362
2604
$420K ﹤0.01%
52,010
-9,288
2605
$420K ﹤0.01%
23,590
-13,620
2606
$420K ﹤0.01%
277,900
+58,373
2607
$418K ﹤0.01%
119,666
-29,238
2608
$417K ﹤0.01%
46,146
-1,420
2609
$416K ﹤0.01%
48,768
-9,021
2610
$416K ﹤0.01%
20,687
-35,557
2611
$415K ﹤0.01%
18,992
-3,380
2612
$413K ﹤0.01%
+46,843
2613
$413K ﹤0.01%
25,185
+906
2614
$413K ﹤0.01%
39,194
-38,628
2615
$413K ﹤0.01%
16,574
-19,872
2616
$413K ﹤0.01%
8,428
+1,343
2617
$413K ﹤0.01%
46,632
-16,772
2618
$412K ﹤0.01%
18,657
+1,197
2619
$412K ﹤0.01%
104,960
2620
$411K ﹤0.01%
7,639
+498
2621
$411K ﹤0.01%
26,105
-967
2622
$407K ﹤0.01%
24,955
+8,651
2623
$407K ﹤0.01%
16,572
-4,965
2624
$407K ﹤0.01%
26,342
+580
2625
$405K ﹤0.01%
16,087
-6,746