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
2751
$526K ﹤0.01%
29,211
-2,125
2752
$525K ﹤0.01%
18,388
-6,647
2753
$524K ﹤0.01%
17,381
-3,778
2754
$523K ﹤0.01%
8,296
+95
2755
$522K ﹤0.01%
32,900
-13,496
2756
$521K ﹤0.01%
85,616
-3,038
2757
$520K ﹤0.01%
166,752
-66,135
2758
$520K ﹤0.01%
171,134
+43,300
2759
$517K ﹤0.01%
35,485
-12,657
2760
$517K ﹤0.01%
30,035
-5,901
2761
$517K ﹤0.01%
22,963
2762
$516K ﹤0.01%
20,677
+3,942
2763
$512K ﹤0.01%
19,506
-7,973
2764
$512K ﹤0.01%
171,312
-28,801
2765
$512K ﹤0.01%
23,140
-3,455
2766
$512K ﹤0.01%
19,124
-4,080
2767
$512K ﹤0.01%
251,475
-37,240
2768
$508K ﹤0.01%
2,879
-1,365
2769
$508K ﹤0.01%
56,593
-13,854
2770
$507K ﹤0.01%
5,694
-2,348
2771
$506K ﹤0.01%
+9,744
2772
$505K ﹤0.01%
205,247
-101,341
2773
$503K ﹤0.01%
47,527
-12,555
2774
$503K ﹤0.01%
92,075
-60,837
2775
$501K ﹤0.01%
81,455
-19,293