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
$154B
AUM Growth
+$57.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,681
New
Increased
Reduced
Closed

Top Buys

1 +$2.78B
2 +$2.22B
3 +$1.67B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.65B
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$1.19B

Top Sells

1 +$1.45B
2 +$533M
3 +$410M
4
STLA icon
Stellantis
STLA
+$312M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$240M

Sector Composition

1 Technology 29.04%
2 Healthcare 11.57%
3 Financials 10.8%
4 Consumer Discretionary 10.39%
5 Communication Services 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2951
$201K ﹤0.01%
8,803
-2,883
2952
$201K ﹤0.01%
2,159
-182
2953
$201K ﹤0.01%
19,582
+2,646
2954
$200K ﹤0.01%
8,791
-1,853
2955
$200K ﹤0.01%
+17,841
2956
$200K ﹤0.01%
51,586
-14,456
2957
$198K ﹤0.01%
3,208
+40
2958
$198K ﹤0.01%
12,526
-3,067
2959
$198K ﹤0.01%
72,819
+30,662
2960
$198K ﹤0.01%
6,247
-3,065
2961
$198K ﹤0.01%
6,053
+388
2962
$197K ﹤0.01%
112,726
-38,614
2963
$197K ﹤0.01%
60,479
-22,222
2964
$197K ﹤0.01%
33,782
+14,256
2965
$197K ﹤0.01%
988
-132
2966
$196K ﹤0.01%
+2,863
2967
$196K ﹤0.01%
18,058
-4,787
2968
$196K ﹤0.01%
712,293
+165,732
2969
$195K ﹤0.01%
7,500
2970
$195K ﹤0.01%
22,451
-5,523
2971
$195K ﹤0.01%
18,978
-5,520
2972
$195K ﹤0.01%
13,179
+2,133
2973
$194K ﹤0.01%
2,000
2974
$194K ﹤0.01%
141,552
-56,115
2975
$194K ﹤0.01%
26,061
+24,999