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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
JBHT icon
476
JB Hunt Transport Services
JBHT
$26.4B
$68.7M 0.02%
323,975
+205,218
LNT icon
477
Alliant Energy
LNT
$20B
$68M 0.02%
947,133
+49,638
FIS icon
478
Fidelity National Information Services
FIS
$19.9B
$67.5M 0.02%
1,439,547
-108,314
EVRG icon
479
Evergy
EVRG
$20.1B
$67.3M 0.02%
822,116
-94,242
RSP icon
480
Invesco S&P 500 Equal Weight ETF
RSP
$92.7B
$67.3M 0.02%
350,838
-1,173,219
TROW icon
481
T. Rowe Price
TROW
$23.6B
$67.1M 0.02%
744,788
-60,274
BEN icon
482
Franklin Resources
BEN
$17.3B
$66.5M 0.02%
2,813,629
+1,164,060
TRP icon
483
TC Energy
TRP
$72.6B
$66.1M 0.02%
1,056,636
+7,326
OTIS icon
484
Otis Worldwide
OTIS
$28.1B
$65.9M 0.02%
855,533
-293,300
AER icon
485
AerCap
AER
$23.5B
$65.7M 0.02%
479,246
+118,325
IEX icon
486
IDEX
IEX
$16.8B
$65.5M 0.02%
345,450
+76,146
PFG icon
487
Principal Financial Group
PFG
$23.3B
$65.4M 0.02%
726,136
+141,892
KVUE icon
488
Kenvue
KVUE
$36.7B
$64.3M 0.02%
3,727,395
-28,020,241
SW
489
Smurfit Westrock
SW
$24.6B
$64.2M 0.02%
1,611,323
-1,591,326
SLV icon
490
iShares Silver Trust
SLV
$28.5B
$64.2M 0.02%
941,870
-307,601
CCK icon
491
Crown Holdings
CCK
$12.4B
$63.6M 0.02%
634,029
+188,869
RDDT icon
492
Reddit
RDDT
$32.1B
$63M 0.02%
467,596
+137,711
LEN icon
493
Lennar Class A
LEN
$23B
$63M 0.02%
724,962
+94,504
AEM icon
494
Agnico Eagle Mines
AEM
$78.6B
$62.9M 0.02%
309,959
-26,502
LVS icon
495
Las Vegas Sands
LVS
$31.2B
$62.8M 0.02%
1,166,031
+250,245
RL icon
496
Ralph Lauren
RL
$24.5B
$62.4M 0.02%
181,282
+113,252
SHY icon
497
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$61.9M 0.02%
749,919
-1,215,983
PPG icon
498
PPG Industries
PPG
$27.5B
$61.7M 0.02%
577,163
+152,812
EFX icon
499
Equifax
EFX
$18.9B
$61.7M 0.02%
342,473
+92,620
NTAP icon
500
NetApp
NTAP
$29.9B
$60.4M 0.02%
590,359
+89,336