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
2651
$149K ﹤0.01%
8,759
-288
2652
$149K ﹤0.01%
9,311
+5,458
2653
$148K ﹤0.01%
3,886
+3,687
2654
$147K ﹤0.01%
16,346
+14,153
2655
$147K ﹤0.01%
3,520
+784
2656
$147K ﹤0.01%
5,244
-11,978
2657
$147K ﹤0.01%
5,460
-1,987
2658
$146K ﹤0.01%
20,804
-7,903
2659
$146K ﹤0.01%
3,470
-2,606
2660
$146K ﹤0.01%
5,389
-5,106
2661
$146K ﹤0.01%
20,897
-8,563
2662
$145K ﹤0.01%
3,028
+2,768
2663
$145K ﹤0.01%
3,372
-4,725
2664
$144K ﹤0.01%
71,963
-12,658
2665
$143K ﹤0.01%
10,223
+3,076
2666
$143K ﹤0.01%
28,432
+14,755
2667
$143K ﹤0.01%
6,507
-844
2668
$142K ﹤0.01%
8,344
+5,434
2669
$142K ﹤0.01%
35,606
-14,561
2670
$141K ﹤0.01%
28,240
+11,915
2671
$141K ﹤0.01%
8,261
+2,748
2672
$141K ﹤0.01%
8,308
+2,556
2673
$141K ﹤0.01%
23,451
-3,027
2674
$141K ﹤0.01%
8,831
-3,503
2675
$140K ﹤0.01%
9,303
+7,523