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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
HYG icon
101
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
$441M 0.16%
5,537,910
+289,954
SO icon
102
Southern Company
SO
$108B
$441M 0.16%
4,564,491
+173,427
SHOP icon
103
Shopify
SHOP
$145B
$432M 0.15%
3,639,371
+1,889,746
AZO icon
104
AutoZone
AZO
$49.9B
$425M 0.15%
125,853
+6,191
IYR icon
105
iShares US Real Estate ETF
IYR
$4.91B
$416M 0.15%
4,400,498
-1,859,627
MO icon
106
Altria Group
MO
$122B
$415M 0.15%
6,291,862
-978,662
NXPI icon
107
NXP Semiconductors
NXPI
$75.4B
$414M 0.15%
2,100,820
-182,577
PFE icon
108
Pfizer
PFE
$135B
$412M 0.15%
14,689,187
-3,444,802
FERG icon
109
Ferguson
FERG
$46.7B
$412M 0.15%
1,766,120
+62,611
TER icon
110
Teradyne
TER
$73.9B
$411M 0.15%
1,386,714
-195,319
CB icon
111
Chubb
CB
$128B
$408M 0.15%
1,250,600
+131,995
ABT icon
112
Abbott
ABT
$162B
$398M 0.14%
3,876,707
+694,388
XLE icon
113
State Street Energy Select Sector SPDR ETF
XLE
$36.4B
$397M 0.14%
6,476,444
+223,918
LITE icon
114
Lumentum
LITE
$67.1B
$391M 0.14%
556,058
+248,222
SCHW
115
Charles Schwab
SCHW
$156B
$390M 0.14%
4,150,832
-88,542
CRWD icon
116
CrowdStrike
CRWD
$173B
$380M 0.14%
972,140
-215,675
BX icon
117
Blackstone
BX
$139B
$374M 0.13%
3,251,821
+721,454
FCX icon
118
Freeport-McMoran
FCX
$90.3B
$373M 0.13%
6,338,741
+3,032,761
DIS icon
119
Walt Disney
DIS
$170B
$372M 0.13%
3,861,839
-207,369
NRG icon
120
NRG Energy
NRG
$31B
$368M 0.13%
2,516,797
+2,045,643
NEE icon
121
NextEra Energy
NEE
$183B
$368M 0.13%
3,958,258
+452,743
XBI icon
122
State Street SPDR S&P Biotech ETF
XBI
$9.37B
$362M 0.13%
2,834,160
+943,752
USB icon
123
US Bancorp
USB
$95.3B
$361M 0.13%
6,940,768
-3,365,450
CMCSA icon
124
Comcast
CMCSA
$81.1B
$360M 0.13%
12,533,543
-842,345
APP icon
125
Applovin
APP
$150B
$355M 0.13%
890,770
-227,656