Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 29.74%
 

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
+29.74%
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 +$1.36B
2 +$236M
3 +$223M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$222M
5
SO icon
Southern Company
SO
+$182M

Top Sells

1 +$724M
2 +$469M
3 +$409M
4
IYR icon
iShares US Real Estate ETF
IYR
+$407M
5
ZTS icon
Zoetis
ZTS
+$215M

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
501
$13.6M 0.03%
754,386
-652,739
502
$13.4M 0.03%
344,640
+95,992
503
$13.4M 0.03%
839,667
+838,669
504
$13.4M 0.03%
310,674
+52,956
505
$13.3M 0.03%
478,206
+241,358
506
$13.2M 0.03%
456,513
+267,341
507
$13.2M 0.03%
275,590
-46,476
508
$13.2M 0.03%
528,632
-322,114
509
$13.2M 0.03%
111,619
+60,661
510
$13.2M 0.03%
162,338
-4,244
511
$13.1M 0.03%
336,460
+89,392
512
$13.1M 0.03%
225,899
-121,024
513
$13.1M 0.03%
327,065
+8,501
514
$13.1M 0.03%
310,953
+42,792
515
$13.1M 0.03%
1,506,198
+308,322
516
$13M 0.03%
276,966
+51,719
517
$13M 0.03%
811,895
+341,504
518
$12.9M 0.03%
2,152,404
+669,056
519
$12.8M 0.03%
426,199
+294
520
$12.7M 0.03%
165,398
+16,582
521
$12.7M 0.03%
310,636
+120,421
522
$12.7M 0.03%
276,421
+100,931
523
$12.7M 0.03%
396,659
+40,768
524
$12.6M 0.03%
466,187
+110,739
525
$12.6M 0.03%
652,796
+355,901