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
3026
$60K ﹤0.01%
996
-389
3027
$60K ﹤0.01%
5,027
+3,206
3028
$59K ﹤0.01%
1,784
-7,078
3029
$59K ﹤0.01%
2,830
+811
3030
$59K ﹤0.01%
4,563
-8,407
3031
$59K ﹤0.01%
3,085
+1,600
3032
$58K ﹤0.01%
+1
3033
$58K ﹤0.01%
2,749
+915
3034
$58K ﹤0.01%
1,952
-202
3035
$57K ﹤0.01%
1,065
-96
3036
$57K ﹤0.01%
2,281
+1,285
3037
$57K ﹤0.01%
11,355
-3,052
3038
$57K ﹤0.01%
4,737
+4,123
3039
$57K ﹤0.01%
4,772
-1,087
3040
$57K ﹤0.01%
6,379
+3,166
3041
$56K ﹤0.01%
3,499
-2,107
3042
$56K ﹤0.01%
2,131
-11,854
3043
$56K ﹤0.01%
4,015
-4,084
3044
$55K ﹤0.01%
5,452
+4,605
3045
$55K ﹤0.01%
5,515
+4,350
3046
$55K ﹤0.01%
11,016
-29,244
3047
$55K ﹤0.01%
1,200
3048
$54K ﹤0.01%
3,188
+1,249
3049
$54K ﹤0.01%
1,692
-460
3050
$54K ﹤0.01%
700
-274