Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.39%
 

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
+25.39%
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
2701
$565K ﹤0.01%
31,141
-11,625
2702
$565K ﹤0.01%
7,623
-833
2703
$565K ﹤0.01%
14,570
-6,800
2704
$564K ﹤0.01%
67,742
-11,903
2705
$564K ﹤0.01%
45,355
-13,166
2706
$561K ﹤0.01%
18,590
-3,239
2707
$561K ﹤0.01%
20,167
-8,068
2708
$559K ﹤0.01%
122,877
+18,959
2709
$558K ﹤0.01%
167,652
-185,721
2710
$557K ﹤0.01%
38,711
+106
2711
$557K ﹤0.01%
45,932
-1,406
2712
$556K ﹤0.01%
39,001
-8,264
2713
$556K ﹤0.01%
19,561
2714
$555K ﹤0.01%
21,873
-6,047
2715
$554K ﹤0.01%
24,827
-6,334
2716
$554K ﹤0.01%
140,253
-40,484
2717
$554K ﹤0.01%
39,003
-6,510
2718
$554K ﹤0.01%
164,826
-62,736
2719
$554K ﹤0.01%
+4,992
2720
$554K ﹤0.01%
12,620
-5,114
2721
$551K ﹤0.01%
45,530
-10,941
2722
$550K ﹤0.01%
85,696
-150,643
2723
$549K ﹤0.01%
38,174
+32,872
2724
$546K ﹤0.01%
112,311
+17,788
2725
$543K ﹤0.01%
21,800
+4,217