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
$220B
AUM Growth
+$17.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,725
New
Increased
Reduced
Closed

Top Buys

1 +$3.85B
2 +$1.78B
3 +$1.57B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.49B
5
MA icon
Mastercard
MA
+$1.09B

Top Sells

1 +$1.3B
2 +$650M
3 +$475M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$432M
5
NRG icon
NRG Energy
NRG
+$387M

Sector Composition

1 Technology 28.21%
2 Financials 14.77%
3 Consumer Discretionary 11.75%
4 Healthcare 8.96%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
$6.84M ﹤0.01%
132,765
-246,901
1227
$6.84M ﹤0.01%
90,149
-25,826
1228
$6.84M ﹤0.01%
4,247,915
+514
1229
$6.83M ﹤0.01%
51,494
-17,698
1230
$6.83M ﹤0.01%
1,093,530
+699,154
1231
$6.83M ﹤0.01%
44,600
+36,998
1232
$6.81M ﹤0.01%
96,037
-2,084
1233
$6.78M ﹤0.01%
1,999,200
1234
$6.78M ﹤0.01%
87,785
-35,943
1235
$6.77M ﹤0.01%
107,881
-53,978
1236
$6.74M ﹤0.01%
132,339
-31,509
1237
$6.74M ﹤0.01%
366,264
-75,470
1238
$6.73M ﹤0.01%
38,197
-23,384
1239
$6.71M ﹤0.01%
73,829
-6,980
1240
$6.71M ﹤0.01%
19,913
-2,340
1241
$6.7M ﹤0.01%
44,586
-2,186
1242
$6.69M ﹤0.01%
723,513
-32,203
1243
$6.67M ﹤0.01%
112,541
-38,988
1244
$6.67M ﹤0.01%
13,700
-4,929
1245
$6.67M ﹤0.01%
80,694
-25,125
1246
$6.66M ﹤0.01%
12,481
-19,052
1247
$6.65M ﹤0.01%
143,715
-39,076
1248
$6.64M ﹤0.01%
161,707
+39,755
1249
$6.64M ﹤0.01%
39,853
-13,366
1250
$6.63M ﹤0.01%
74,880
-5,527