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
3801
$39.3K ﹤0.01%
2,416
-1,215
3802
$39.2K ﹤0.01%
28,848
-13,633
3803
$38.8K ﹤0.01%
33,782
-16,631
3804
$38K ﹤0.01%
1,098
+819
3805
$37.9K ﹤0.01%
336
3806
$37.7K ﹤0.01%
31,454
-14,836
3807
$37.4K ﹤0.01%
46,393
-23,149
3808
$37.1K ﹤0.01%
1,048
-200
3809
$36.9K ﹤0.01%
54,824
-40,715
3810
$36.7K ﹤0.01%
417
-195
3811
$36.4K ﹤0.01%
+2,681
3812
$36.1K ﹤0.01%
16,407
-7,443
3813
$35.9K ﹤0.01%
8,872
-4,126
3814
$35.4K ﹤0.01%
+1,069
3815
$34.8K ﹤0.01%
1,246
-607
3816
$34.7K ﹤0.01%
2,772
-2,841
3817
$34.5K ﹤0.01%
11,551
-3,620
3818
$34.4K ﹤0.01%
18,395
-8,980
3819
$34.4K ﹤0.01%
855
+611
3820
$34.3K ﹤0.01%
4,348
-2,741
3821
$34.1K ﹤0.01%
2,100
3822
$34.1K ﹤0.01%
1,112
+1,007
3823
$34K ﹤0.01%
59,672
-24,955
3824
$33.7K ﹤0.01%
8,736
-4,010
3825
$33.6K ﹤0.01%
1,000