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
2901
$388K ﹤0.01%
50,000
+38,676
2902
$388K ﹤0.01%
72,633
-25,187
2903
$387K ﹤0.01%
9,932
-4,948
2904
$384K ﹤0.01%
30,971
-6,964
2905
$384K ﹤0.01%
60,778
-30,192
2906
$384K ﹤0.01%
59,317
-34,206
2907
$384K ﹤0.01%
6,550
2908
$383K ﹤0.01%
30,667
-8,142
2909
$383K ﹤0.01%
31,164
+3,555
2910
$382K ﹤0.01%
18,207
-3,941
2911
$382K ﹤0.01%
77,347
-13,448
2912
$382K ﹤0.01%
25,817
-4,508
2913
$382K ﹤0.01%
58,005
-22,549
2914
$381K ﹤0.01%
140,487
-7,146
2915
$380K ﹤0.01%
64,649
-39,983
2916
$380K ﹤0.01%
15,592
-6,454
2917
$378K ﹤0.01%
18,640
-2,968
2918
$377K ﹤0.01%
10,417
+2,017
2919
$376K ﹤0.01%
15,371
-7,969
2920
$376K ﹤0.01%
40,727
-7,036
2921
$375K ﹤0.01%
111,048
-3,742
2922
$374K ﹤0.01%
70,087
2923
$374K ﹤0.01%
60,108
+50,108
2924
$372K ﹤0.01%
17,520
+20
2925
$372K ﹤0.01%
8,673
-4,271