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
1026
$3.35M 0.01%
47,850
-2,041
1027
$3.35M 0.01%
30,978
+8,653
1028
$3.34M 0.01%
50,561
+43,282
1029
$3.3M 0.01%
143,462
+42,608
1030
$3.29M 0.01%
113,564
+100,372
1031
$3.29M 0.01%
173,187
-7,126
1032
$3.28M 0.01%
30,398
-21,049
1033
$3.28M 0.01%
305,132
+51,112
1034
$3.27M 0.01%
411,275
+138,755
1035
$3.26M 0.01%
65,213
-2,500
1036
$3.26M 0.01%
33,282
-34,001
1037
$3.24M 0.01%
120,151
+73,992
1038
$3.23M 0.01%
215,664
+96,595
1039
$3.21M 0.01%
129,610
+3,950
1040
$3.21M 0.01%
160,253
+1,500
1041
$3.2M 0.01%
+100,000
1042
$3.2M 0.01%
60,375
+24,341
1043
$3.2M 0.01%
59,188
+21,818
1044
$3.16M 0.01%
60,712
+29,832
1045
$3.15M 0.01%
126,222
+30,207
1046
$3.1M 0.01%
134,832
-2,709
1047
$3.1M 0.01%
137,738
-169,348
1048
$3.1M 0.01%
140,827
+135,626
1049
$3.09M 0.01%
128,798
-67,365
1050
$3.09M 0.01%
320,158
+77,754