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
3326
$79.3K ﹤0.01%
5,805
+5,460
3327
$79.1K ﹤0.01%
4,900
-1,958
3328
$79K ﹤0.01%
4,284
+446
3329
$78.8K ﹤0.01%
9,023
-2,643
3330
$78.8K ﹤0.01%
2,961
-1,660
3331
$78.6K ﹤0.01%
4,585
-16,918
3332
$78.5K ﹤0.01%
6,267
-73,808
3333
$78.3K ﹤0.01%
18,083
+4,101
3334
$78K ﹤0.01%
8,365
-4,628
3335
$77.8K ﹤0.01%
17,209
-4,822
3336
$77.6K ﹤0.01%
+7,400
3337
$77.5K ﹤0.01%
268
-345
3338
$77.4K ﹤0.01%
18,211
-82,981
3339
$76.9K ﹤0.01%
+1,738
3340
$76.8K ﹤0.01%
1,828
-271
3341
$76.2K ﹤0.01%
6,595
-7,102
3342
$76.1K ﹤0.01%
+7,924
3343
$76K ﹤0.01%
250,000
3344
$75.6K ﹤0.01%
9,632
-14,588
3345
$75.4K ﹤0.01%
2,872
-4,575
3346
$75.4K ﹤0.01%
38,662
-34,013
3347
$75.3K ﹤0.01%
5,060
+5,000
3348
$75.2K ﹤0.01%
3,441
-1,095
3349
$75.1K ﹤0.01%
5,269
+3,527
3350
$75.1K ﹤0.01%
9,010
-23,987