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
901
$4.58M 0.01%
169,482
+24,180
902
$4.56M 0.01%
285,132
+36,598
903
$4.56M 0.01%
207,277
+27,708
904
$4.53M 0.01%
43,951
+6,547
905
$4.53M 0.01%
112,075
+25,372
906
$4.5M 0.01%
27,760
+15,648
907
$4.47M 0.01%
203,131
-444,509
908
$4.44M 0.01%
193,194
-482
909
$4.44M 0.01%
277,648
910
$4.43M 0.01%
12,005
+2,216
911
$4.42M 0.01%
20,085
+18,242
912
$4.42M 0.01%
45,048
+1,597
913
$4.41M 0.01%
220,679
-39,243
914
$4.38M 0.01%
85,933
+700
915
$4.37M 0.01%
208,090
+116,247
916
$4.35M 0.01%
205,595
-507,362
917
$4.34M 0.01%
81,969
+43,860
918
$4.33M 0.01%
65,580
-8,945
919
$4.31M 0.01%
269,365
+87,065
920
$4.29M 0.01%
93,323
+49,136
921
$4.29M 0.01%
536,395
+532,802
922
$4.28M 0.01%
112,605
-57,181
923
$4.27M 0.01%
185,578
+22,605
924
$4.26M 0.01%
164,039
+8,171
925
$4.26M 0.01%
54,582
-22,338