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
3551
$45.9K ﹤0.01%
9,228
3552
$45.8K ﹤0.01%
2,227
-2,711
3553
$45.6K ﹤0.01%
1,003
-1,478
3554
$45.1K ﹤0.01%
6,367
-27,864
3555
$45K ﹤0.01%
1,030
-2,763
3556
$45K ﹤0.01%
7,517
-8,304
3557
$44.9K ﹤0.01%
+1,105
3558
$44.9K ﹤0.01%
1,725
-103
3559
$44.8K ﹤0.01%
+1,874
3560
$44.7K ﹤0.01%
4,289
+4,288
3561
$44.5K ﹤0.01%
566
-655
3562
$44.4K ﹤0.01%
+3,602
3563
$44.2K ﹤0.01%
9,396
-4,365
3564
$44.2K ﹤0.01%
4,906
-7,507
3565
$44.1K ﹤0.01%
14,568
-14,857
3566
$44K ﹤0.01%
4,979
-7,608
3567
$43.9K ﹤0.01%
2,968
-265
3568
$43.7K ﹤0.01%
13,757
-19,845
3569
$43.7K ﹤0.01%
1,226
-83,180
3570
$43.7K ﹤0.01%
3,158
-42,351
3571
$43.6K ﹤0.01%
1,476
+565
3572
$43.6K ﹤0.01%
890
3573
$43.4K ﹤0.01%
2,286
+2,200
3574
$43.2K ﹤0.01%
725
3575
$43K ﹤0.01%
10,514
-15,602