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Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

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
+34.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280B
AUM Growth
+$30.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,586
New
Increased
Reduced
Closed

Top Buys

1 +$42.5B
2 +$2.39B
3 +$1.17B
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.08B
5
JPM icon
JPMorgan Chase
JPM
+$808M

Top Sells

1 +$1.26B
2 +$843M
3 +$674M
4
GPN icon
Global Payments
GPN
+$623M
5
PLTR icon
Palantir
PLTR
+$577M

Sector Composition

1 Technology 26.94%
2 Financials 10.56%
3 Communication Services 8.22%
4 Consumer Discretionary 7.94%
5 Healthcare 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WBS icon
451
Webster Financial
WBS
$12.2B
$76.1M 0.03%
1,095,836
+916,953
RMD icon
452
ResMed
RMD
$28.8B
$75M 0.03%
334,114
-25,053
PNW icon
453
Pinnacle West Capital
PNW
$13B
$75M 0.03%
744,281
-23,764
EQR icon
454
Equity Residential
EQR
$25.2B
$74.6M 0.03%
1,261,436
+147,062
FOX icon
455
Fox Class B
FOX
$18.6B
$74.3M 0.03%
1,399,211
+472,132
AKAM icon
456
Akamai
AKAM
$16.4B
$74.1M 0.03%
645,477
-745,303
ARES icon
457
Ares Management
ARES
$25.4B
$73.9M 0.03%
677,064
+76,966
SMH icon
458
VanEck Semiconductor ETF
SMH
$78.4B
$73.2M 0.03%
190,843
+44,531
ASX icon
459
ASE Group
ASX
$91.8B
$73.1M 0.03%
3,371,790
-376,780
ALNY icon
460
Alnylam Pharmaceuticals
ALNY
$39.1B
$73M 0.03%
220,623
-1,938
BKLN icon
461
Invesco Senior Loan ETF
BKLN
$7.13B
$72.9M 0.03%
3,572,924
+3,422,924
TKO icon
462
TKO Group
TKO
$15.3B
$71.8M 0.03%
356,244
+93,348
JEF icon
463
Jefferies Financial Group
JEF
$10.7B
$71.8M 0.03%
1,740,025
+305,807
EQT icon
464
EQT Corp
EQT
$32.3B
$71.8M 0.03%
1,128,362
-1,505,113
XLU icon
465
State Street Utilities Select Sector SPDR ETF
XLU
$23.5B
$71.3M 0.03%
1,553,860
+156,163
XME icon
466
State Street SPDR S&P Metals & Mining ETF
XME
$4.48B
$71.2M 0.03%
659,107
+136,701
IP icon
467
International Paper
IP
$20.7B
$71.1M 0.03%
1,992,477
+108,166
DXCM icon
468
DexCom
DXCM
$26.5B
$70.6M 0.03%
1,124,334
-215,122
AWK icon
469
American Water Works
AWK
$25.4B
$70.5M 0.03%
517,895
+12,703
FLUT icon
470
Flutter Entertainment
FLUT
$16.7B
$70.3M 0.03%
689,953
+224,744
CHD icon
471
Church & Dwight Co
CHD
$23.3B
$69.4M 0.02%
743,322
+202,836
HUM icon
472
Humana
HUM
$45.1B
$69.3M 0.02%
399,577
+45,998
ATO icon
473
Atmos Energy
ATO
$29B
$69M 0.02%
373,342
+52,466
IRM icon
474
Iron Mountain
IRM
$39B
$68.8M 0.02%
673,771
-55,086
EXR icon
475
Extra Space Storage
EXR
$31.1B
$68.7M 0.02%
523,642
-68,717