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
3301
$177K ﹤0.01%
33,199
-330,513
3302
$177K ﹤0.01%
31,322
-2,995
3303
$176K ﹤0.01%
5,076
-369
3304
$176K ﹤0.01%
41,958
-18,685
3305
$175K ﹤0.01%
98,249
-48,458
3306
$174K ﹤0.01%
8,340
-4,082
3307
$173K ﹤0.01%
25,429
-3,698
3308
$173K ﹤0.01%
20,568
-9,794
3309
$173K ﹤0.01%
5,164
+2,505
3310
$173K ﹤0.01%
4,698
+547
3311
$172K ﹤0.01%
4,959
-2,139
3312
$172K ﹤0.01%
107,520
-14,845
3313
$172K ﹤0.01%
4,870
-718
3314
$171K ﹤0.01%
149,078
-73,806
3315
$171K ﹤0.01%
4,693
-2,325
3316
$171K ﹤0.01%
4,198
+47
3317
$171K ﹤0.01%
7,244
+1,081
3318
$170K ﹤0.01%
549,305
3319
$170K ﹤0.01%
4,702
+1,000
3320
$169K ﹤0.01%
4,695
-2,333
3321
$167K ﹤0.01%
14,229
-3,304
3322
$166K ﹤0.01%
107,132
-49,094
3323
$166K ﹤0.01%
+199,937
3324
$166K ﹤0.01%
6,020
3325
$166K ﹤0.01%
249,709
-314,026