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
3501
$49.7K ﹤0.01%
7,317
-40,092
3502
$49.6K ﹤0.01%
7,323
-25,623
3503
$49.5K ﹤0.01%
8,750
3504
$49.5K ﹤0.01%
3,266
+448
3505
$49.4K ﹤0.01%
+9,806
3506
$49.4K ﹤0.01%
1,344
-1,872
3507
$49.4K ﹤0.01%
2,912
-4,262
3508
$49.3K ﹤0.01%
1,177
-123,823
3509
$49.2K ﹤0.01%
6,505
+5,847
3510
$49.2K ﹤0.01%
11,795
-16,399
3511
$49.1K ﹤0.01%
3,095
-3,383
3512
$49.1K ﹤0.01%
29,386
-40,437
3513
$49K ﹤0.01%
2,625
-1,018
3514
$48.9K ﹤0.01%
7,223
-10,814
3515
$48.9K ﹤0.01%
514
-639
3516
$48.8K ﹤0.01%
+4,448
3517
$48.7K ﹤0.01%
+18,300
3518
$48.6K ﹤0.01%
337
-29,487
3519
$48.6K ﹤0.01%
15,215
-9,338
3520
$48.4K ﹤0.01%
+606
3521
$48.3K ﹤0.01%
5,352
+730
3522
$48.2K ﹤0.01%
11,566
-23,090
3523
$47.8K ﹤0.01%
1,430
3524
$47.8K ﹤0.01%
5,675
-5,400
3525
$47.5K ﹤0.01%
2,983