Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 25.39%
 

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
+25.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220B
AUM Growth
+$17.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,725
New
Increased
Reduced
Closed

Top Buys

1 +$3.85B
2 +$1.78B
3 +$1.57B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.49B
5
MA icon
Mastercard
MA
+$1.09B

Top Sells

1 +$1.3B
2 +$650M
3 +$475M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$432M
5
NRG icon
NRG Energy
NRG
+$387M

Sector Composition

1 Technology 28.21%
2 Financials 14.77%
3 Consumer Discretionary 11.75%
4 Healthcare 8.96%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3226
$198K ﹤0.01%
30,603
-26,611
3227
$198K ﹤0.01%
20,853
-268,896
3228
$198K ﹤0.01%
+6,869
3229
$198K ﹤0.01%
+6,382
3230
$198K ﹤0.01%
10,489
-5,305
3231
$197K ﹤0.01%
+4,758
3232
$197K ﹤0.01%
10,107
-2,898
3233
$197K ﹤0.01%
53,660
-25,079
3234
$197K ﹤0.01%
4,132
+4,092
3235
$196K ﹤0.01%
12,668
-800
3236
$196K ﹤0.01%
140,300
-69,506
3237
$196K ﹤0.01%
4,426
+3,009
3238
$196K ﹤0.01%
24,254
-11,071
3239
$196K ﹤0.01%
73,852
-34,857
3240
$195K ﹤0.01%
123,687
-22,865
3241
$195K ﹤0.01%
35,385
-10,123
3242
$195K ﹤0.01%
5,393
+1,163
3243
$195K ﹤0.01%
12,037
-5,934
3244
$195K ﹤0.01%
11,455
-5,498
3245
$194K ﹤0.01%
5,695
-180
3246
$194K ﹤0.01%
61,757
-839
3247
$194K ﹤0.01%
5,749
-2,022
3248
$192K ﹤0.01%
79,824
-39,501
3249
$192K ﹤0.01%
20,617
-23,904
3250
$191K ﹤0.01%
22,089
-8,485