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
3226
$104K ﹤0.01%
1,220
+1,214
3227
$104K ﹤0.01%
4,490
-31,094
3228
$104K ﹤0.01%
37,647
-17,951
3229
$103K ﹤0.01%
6,174
+174
3230
$103K ﹤0.01%
5,999
-2,869
3231
$103K ﹤0.01%
15,132
-788
3232
$103K ﹤0.01%
1,900
3233
$103K ﹤0.01%
4,500
-4,500
3234
$103K ﹤0.01%
9,295
3235
$102K ﹤0.01%
18,509
+12,722
3236
$102K ﹤0.01%
6,474
3237
$102K ﹤0.01%
+15,000
3238
$102K ﹤0.01%
18,163
-3,485
3239
$102K ﹤0.01%
36,050
+28,350
3240
$102K ﹤0.01%
5,497
+4,413
3241
$102K ﹤0.01%
31,921
-9,065
3242
$101K ﹤0.01%
42,112
3243
$101K ﹤0.01%
60,036
-12,910
3244
$101K ﹤0.01%
8,194
-12,573
3245
$101K ﹤0.01%
25,321
-57,017
3246
$100K ﹤0.01%
23,134
-245,307
3247
$100K ﹤0.01%
6,665
3248
$99.9K ﹤0.01%
+34,572
3249
$99.8K ﹤0.01%
5,618
-5,136
3250
$99.7K ﹤0.01%
15,820
-1,397