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
2926
$81K ﹤0.01%
3,534
+793
2927
$80K ﹤0.01%
+10,000
2928
$80K ﹤0.01%
3,469
-4,302
2929
$80K ﹤0.01%
2,766
-256
2930
$80K ﹤0.01%
16,091
-47,520
2931
$79K ﹤0.01%
+1,061
2932
$79K ﹤0.01%
438
2933
$79K ﹤0.01%
3,953
-10,335
2934
$78K ﹤0.01%
+233
2935
$78K ﹤0.01%
2,626
+2,535
2936
$78K ﹤0.01%
2,502
+1,804
2937
$78K ﹤0.01%
15,679
-3,991
2938
$78K ﹤0.01%
15,606
-5,104
2939
$78K ﹤0.01%
3,103
+248
2940
$78K ﹤0.01%
9,775
+1,694
2941
$77K ﹤0.01%
4,806
-552
2942
$77K ﹤0.01%
7,016
+2,956
2943
$77K ﹤0.01%
4,265
-13,884
2944
$77K ﹤0.01%
3,657
-10,620
2945
$76K ﹤0.01%
502
-521
2946
$76K ﹤0.01%
4,766
-4,043
2947
$76K ﹤0.01%
10,913
-8,100
2948
$75K ﹤0.01%
1,430
-1,834
2949
$75K ﹤0.01%
3,765
-1,328
2950
$75K ﹤0.01%
2,627
+1,399