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
3201
$34K ﹤0.01%
+943
3202
$34K ﹤0.01%
1,794
+1,122
3203
$34K ﹤0.01%
2,846
-5,978
3204
$34K ﹤0.01%
5,573
-4,891
3205
$34K ﹤0.01%
34,056
-86,730
3206
$34K ﹤0.01%
963
+912
3207
$34K ﹤0.01%
3,373
+2,727
3208
$34K ﹤0.01%
946
-208
3209
$33K ﹤0.01%
4,721
+4,604
3210
$33K ﹤0.01%
1,943
-514
3211
$33K ﹤0.01%
833
+242
3212
$33K ﹤0.01%
5,478
+950
3213
$33K ﹤0.01%
823
+459
3214
$33K ﹤0.01%
3,986
+1,795
3215
$33K ﹤0.01%
2,789
-2,219
3216
$33K ﹤0.01%
2,335
-5,137
3217
$33K ﹤0.01%
2,066
-11,102
3218
$33K ﹤0.01%
417
-4,122
3219
$32K ﹤0.01%
2,481
-915
3220
$32K ﹤0.01%
1,244
-7,322
3221
$32K ﹤0.01%
13,442
+2,368
3222
$32K ﹤0.01%
1,000
3223
$32K ﹤0.01%
2,641
-357
3224
$32K ﹤0.01%
2,304
-868
3225
$32K ﹤0.01%
+2,157