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
3726
$57K ﹤0.01%
20,888
-9,563
3727
$56.7K ﹤0.01%
62,303
-29,331
3728
$56.3K ﹤0.01%
3,272
-4,532
3729
$55.7K ﹤0.01%
4,900
3730
$55.6K ﹤0.01%
1,985
3731
$54.9K ﹤0.01%
10,211
-5,022
3732
$54.7K ﹤0.01%
7,823
-3,973
3733
$53.8K ﹤0.01%
5,881
-2,676
3734
$53.3K ﹤0.01%
606
3735
$53.1K ﹤0.01%
10,238
-5,631
3736
$53K ﹤0.01%
54,109
-22,904
3737
$52.5K ﹤0.01%
725
3738
$52.2K ﹤0.01%
+15,549
3739
$52K ﹤0.01%
139,772
-54,305
3740
$52K ﹤0.01%
1,000
3741
$51.9K ﹤0.01%
2,193
3742
$51.7K ﹤0.01%
1,338
-3,881
3743
$51.6K ﹤0.01%
9,597
-4,732
3744
$51.4K ﹤0.01%
4,504
-2,118
3745
$50.5K ﹤0.01%
1,324
-2,476
3746
$50.2K ﹤0.01%
250
3747
$50.2K ﹤0.01%
1,156
+167
3748
$50K ﹤0.01%
19,245
-8,378
3749
$49.8K ﹤0.01%
+1,646
3750
$49.1K ﹤0.01%
6,543
-2,816