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
2851
$95K ﹤0.01%
2,392
-292
2852
$94K ﹤0.01%
5,517
-3,397
2853
$94K ﹤0.01%
3,126
-1,012
2854
$94K ﹤0.01%
10,395
+4,493
2855
$94K ﹤0.01%
10,426
+8,794
2856
$94K ﹤0.01%
31,202
+11,599
2857
$94K ﹤0.01%
854
+720
2858
$94K ﹤0.01%
9,359
-12,992
2859
$93K ﹤0.01%
4,056
+1,777
2860
$93K ﹤0.01%
10,347
-139,239
2861
$93K ﹤0.01%
23,120
+293
2862
$92K ﹤0.01%
15,334
-20,046
2863
$92K ﹤0.01%
15,229
-6,466
2864
$92K ﹤0.01%
7,046
+3,961
2865
$92K ﹤0.01%
2,098
+564
2866
$92K ﹤0.01%
13,185
-10,874
2867
$92K ﹤0.01%
13,183
-49,977
2868
$91K ﹤0.01%
7,579
+6,246
2869
$91K ﹤0.01%
3,360
+973
2870
$91K ﹤0.01%
2,072
+644
2871
$91K ﹤0.01%
5,350
-1,768
2872
$90K ﹤0.01%
2,000
2873
$90K ﹤0.01%
865
-680
2874
$90K ﹤0.01%
5,439
+4,965
2875
$90K ﹤0.01%
9,981
+8,876