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
3051
$54K ﹤0.01%
4,925
-9,506
3052
$54K ﹤0.01%
7,784
+4,546
3053
$54K ﹤0.01%
926
-12,902
3054
$54K ﹤0.01%
4,148
+2,927
3055
$53K ﹤0.01%
+500
3056
$53K ﹤0.01%
3,505
-11,146
3057
$53K ﹤0.01%
4,416
+630
3058
$53K ﹤0.01%
8,861
+5,228
3059
$53K ﹤0.01%
4
+2
3060
$53K ﹤0.01%
8,893
-12,344
3061
$53K ﹤0.01%
2,410
-1,485
3062
$53K ﹤0.01%
3,774
+9
3063
$53K ﹤0.01%
1,015
3064
$53K ﹤0.01%
4,465
+1,393
3065
$52K ﹤0.01%
7,367
+735
3066
$52K ﹤0.01%
2,181
+2,125
3067
$52K ﹤0.01%
1,422
-1,276
3068
$52K ﹤0.01%
8,532
+5,328
3069
$52K ﹤0.01%
3,284
+2,616
3070
$52K ﹤0.01%
5,798
+4,627
3071
$52K ﹤0.01%
3,471
+2,646
3072
$52K ﹤0.01%
904
+894
3073
$52K ﹤0.01%
4,275
+4,185
3074
$52K ﹤0.01%
+10,400
3075
$52K ﹤0.01%
52,266
-9,735