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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
SAIA icon
901
Saia
SAIA
$11.5B
$15.8M 0.01%
45,076
+5,307
ARE icon
902
Alexandria Real Estate Equities
ARE
$9.62B
$15.7M 0.01%
338,920
-75,472
ECG
903
Everus Construction Group
ECG
$7.93B
$15.7M 0.01%
132,868
+6,481
TXNM
904
TXNM Energy Inc
TXNM
$6.32B
$15.7M 0.01%
268,251
+52,683
VERX icon
905
Vertex
VERX
$1.84B
$15.6M 0.01%
1,311,066
-156,305
WAL icon
906
Western Alliance Bancorporation
WAL
$8.96B
$15.6M 0.01%
219,792
+20,719
TNET icon
907
TriNet
TNET
$2.29B
$15.5M 0.01%
426,570
-98,080
TTMI icon
908
TTM Technologies
TTMI
$19.9B
$15.5M 0.01%
159,359
-17,167
BCC icon
909
Boise Cascade
BCC
$2.85B
$15.4M 0.01%
203,300
-25,757
KBH icon
910
KB Home
KBH
$3.81B
$15.4M 0.01%
297,250
-17,999
YEXT icon
911
Yext
YEXT
$445M
$15.4M 0.01%
4,005,275
+3,803,320
SAP icon
912
SAP
SAP
$181B
$15.3M 0.01%
+89,240
STNG icon
913
Scorpio Tankers
STNG
$3.61B
$15.2M 0.01%
203,587
+49,776
KNSL icon
914
Kinsale Capital Group
KNSL
$7.57B
$15.1M 0.01%
44,230
+26,124
WULF icon
915
TeraWulf
WULF
$12.8B
$15M 0.01%
1,041,991
+202,668
TAL icon
916
TAL Education Group
TAL
$5.26B
$15M 0.01%
1,319,115
+224,763
FUTU icon
917
Futu Holdings
FUTU
$13.5B
$15M 0.01%
109,633
-2,330
BOTZ icon
918
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.35B
$15M 0.01%
451,188
-141,017
CNH
919
CNH Industrial
CNH
$13.7B
$15M 0.01%
1,362,197
-521,697
GWRE icon
920
Guidewire Software
GWRE
$10.1B
$14.9M 0.01%
99,869
-41,961
IYT icon
921
iShares US Transportation ETF
IYT
$2.32B
$14.9M 0.01%
200,063
AIT icon
922
Applied Industrial Technologies
AIT
$12.5B
$14.7M 0.01%
55,493
-33,054
PSIX
923
Power Solutions International
PSIX
$876M
$14.6M 0.01%
239,046
+212,172
ESE icon
924
ESCO Technologies
ESE
$8.81B
$14.5M 0.01%
51,694
+6,739
UNM icon
925
Unum
UNM
$14.4B
$14.5M 0.01%
198,840
+18,718