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
3101
$48K ﹤0.01%
2,822
+548
3102
$47K ﹤0.01%
5,859
+2,387
3103
$47K ﹤0.01%
23,300
+22,812
3104
$47K ﹤0.01%
1,960
-1,399
3105
$47K ﹤0.01%
309
+145
3106
$47K ﹤0.01%
6,602
+5,013
3107
$47K ﹤0.01%
46,566
+30,215
3108
$47K ﹤0.01%
3,648
+95
3109
$46K ﹤0.01%
4,689
-1,427
3110
$46K ﹤0.01%
2,559
-14,161
3111
$45K ﹤0.01%
4,495
+401
3112
$45K ﹤0.01%
2,800
3113
$45K ﹤0.01%
2,667
+2,433
3114
$45K ﹤0.01%
2,262
+2,108
3115
$45K ﹤0.01%
8,911
+5,515
3116
$45K ﹤0.01%
3,393
-4,874
3117
$45K ﹤0.01%
2,666
+2,485
3118
$45K ﹤0.01%
15,061
-546
3119
$45K ﹤0.01%
2,226
+1,330
3120
$45K ﹤0.01%
2,977
+2,250
3121
$44K ﹤0.01%
3,371
+1,165
3122
$44K ﹤0.01%
6,308
-761
3123
$44K ﹤0.01%
1,217
+402
3124
$44K ﹤0.01%
1,363
-1,491
3125
$44K ﹤0.01%
2,257
+162