Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

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
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$41.4B
AUM Growth
+$950M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,604
New
Increased
Reduced
Closed

Top Buys

1 +$1.33B
2 +$236M
3 +$229M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$215M
5
SO icon
Southern Company
SO
+$173M

Top Sells

1 +$724M
2 +$458M
3 +$410M
4
IYR icon
iShares US Real Estate ETF
IYR
+$393M
5
ZTS icon
Zoetis
ZTS
+$217M

Sector Composition

1 Financials 9.37%
2 Healthcare 8.6%
3 Technology 8.48%
4 Energy 6.93%
5 Communication Services 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4176
-163,626
4177
-48
4178
-105
4179
-24,023
4180
-160,028
4181
-19,568
4182
$0 ﹤0.01%
197
4183
-2,164
4184
-300
4185
0
4186
-117,000
4187
-3,135
4188
-25,480
4189
-822,485
4190
-145
4191
-7,115
4192
-42,194
4193
$0 ﹤0.01%
+28
4194
-16,943
4195
$0 ﹤0.01%
1
-11,488
4196
-6,454
4197
-727,878
4198
-276,574
4199
-279,025
4200
$0 ﹤0.01%
4