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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
SCCO icon
1051
Southern Copper
SCCO
$143B
$10.9M ﹤0.01%
64,189
-7,551
MMS icon
1052
Maximus
MMS
$2.87B
$10.9M ﹤0.01%
170,165
-88,439
EBC icon
1053
Eastern Bankshares
EBC
$4.75B
$10.9M ﹤0.01%
556,668
-317,765
BIPC icon
1054
Brookfield Infrastructure
BIPC
$4.81B
$10.8M ﹤0.01%
273,758
-637,724
KALV
1055
DELISTED
KalVista Pharmaceuticals
KALV
$10.8M ﹤0.01%
537,061
-163,512
BEPC icon
1056
Brookfield Renewable
BEPC
$6.88B
$10.8M ﹤0.01%
270,222
+82,102
DOX icon
1057
Amdocs
DOX
$5.52B
$10.7M ﹤0.01%
164,130
-79,987
CLF icon
1058
Cleveland-Cliffs
CLF
$5.68B
$10.7M ﹤0.01%
1,265,507
-1,118,697
MIAX
1059
Miami International Holdings
MIAX
$3.67B
$10.7M ﹤0.01%
274,247
+217,143
FORM icon
1060
FormFactor
FORM
$10.2B
$10.6M ﹤0.01%
109,667
-13,071
TSEM icon
1061
Tower Semiconductor
TSEM
$28.2B
$10.6M ﹤0.01%
60,492
+38,076
LRN icon
1062
Stride
LRN
$3.7B
$10.6M ﹤0.01%
120,300
-567,914
OII icon
1063
Oceaneering
OII
$3.99B
$10.6M ﹤0.01%
298,709
-118,083
PBF icon
1064
PBF Energy
PBF
$5.1B
$10.5M ﹤0.01%
221,463
-141,514
ANF icon
1065
Abercrombie & Fitch
ANF
$4.07B
$10.5M ﹤0.01%
115,110
-9,167
ALB.PRA icon
1066
Albemarle Corp Depositary Shares
ALB.PRA
$2.52B
$10.5M ﹤0.01%
146,198
+35,133
UL icon
1067
Unilever
UL
$130B
$10.5M ﹤0.01%
183,652
+180,627
MARA icon
1068
Marathon Digital Holdings
MARA
$5.54B
$10.5M ﹤0.01%
1,281,846
-448,554
CACC icon
1069
Credit Acceptance
CACC
$6.58B
$10.4M ﹤0.01%
24,601
+15,539
URA icon
1070
Global X Uranium ETF
URA
$6.01B
$10.4M ﹤0.01%
214,958
+81,397
FLG
1071
Flagstar Bank National Association
FLG
$6.37B
$10.4M ﹤0.01%
788,808
-203,304
VIRT icon
1072
Virtu Financial
VIRT
$5.28B
$10.3M ﹤0.01%
235,008
-62,555
VGK icon
1073
Vanguard FTSE Europe ETF
VGK
$29.5B
$10.3M ﹤0.01%
+125,200
OIH icon
1074
VanEck Oil Services ETF
OIH
$1.97B
$10.3M ﹤0.01%
25,459
-24,603
OMF icon
1075
OneMain Financial
OMF
$6.98B
$10.3M ﹤0.01%
192,383
+83,059