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
3576
$43K ﹤0.01%
+783
3577
$42.9K ﹤0.01%
3,899
-5,985
3578
$42.7K ﹤0.01%
19,254
-21,778
3579
$42.6K ﹤0.01%
3,442
-594
3580
$42.6K ﹤0.01%
4,000
-496,000
3581
$41.8K ﹤0.01%
10,855
3582
$41.4K ﹤0.01%
1,389
-2,033
3583
$41.4K ﹤0.01%
+11,455
3584
$41.3K ﹤0.01%
2,994
3585
$41.1K ﹤0.01%
6,949
-20,887
3586
$40.9K ﹤0.01%
430
3587
$40.9K ﹤0.01%
23,903
-23,660
3588
$40.8K ﹤0.01%
7,153
-6,862
3589
$40.7K ﹤0.01%
1,264
-906
3590
$40.7K ﹤0.01%
4,775
-7,868
3591
$40.4K ﹤0.01%
691
-990
3592
$40.4K ﹤0.01%
3,901
-4,247
3593
$40.1K ﹤0.01%
10,517
-191,808
3594
$40K ﹤0.01%
2,687
-4,200
3595
$39.8K ﹤0.01%
11,698
-17,432
3596
$39.8K ﹤0.01%
17,592
-26,722
3597
$39.7K ﹤0.01%
4,033
-6,181
3598
$39.7K ﹤0.01%
3,323
-4,090
3599
$39.6K ﹤0.01%
6,400
3600
$39.2K ﹤0.01%
2,327
-1,894