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
1276
$1.93M ﹤0.01%
38,496
-5,288
1277
$1.92M ﹤0.01%
51,999
-26,402
1278
$1.92M ﹤0.01%
124,000
-12,324
1279
$1.92M ﹤0.01%
159,762
+58,644
1280
$1.91M ﹤0.01%
34,763
-3,908
1281
$1.91M ﹤0.01%
119,480
+5,301
1282
$1.91M ﹤0.01%
90,972
+55
1283
$1.9M ﹤0.01%
54,414
+23,509
1284
$1.9M ﹤0.01%
111,475
+18,622
1285
$1.89M ﹤0.01%
48,380
-23,939
1286
$1.88M ﹤0.01%
110,745
+9,236
1287
$1.88M ﹤0.01%
11,911
+3,986
1288
$1.88M ﹤0.01%
134,396
+63,616
1289
$1.88M ﹤0.01%
21,806
-23,202
1290
$1.87M ﹤0.01%
62,491
-20,897
1291
$1.87M ﹤0.01%
103,955
-152,706
1292
$1.87M ﹤0.01%
23,967
-7,868
1293
$1.87M ﹤0.01%
34,590
+15,906
1294
$1.87M ﹤0.01%
71,745
-8,800
1295
$1.87M ﹤0.01%
31,637
-9,605
1296
$1.86M ﹤0.01%
25,894
-7,532
1297
$1.85M ﹤0.01%
45,066
+17,992
1298
$1.85M ﹤0.01%
65,976
-2,086
1299
$1.85M ﹤0.01%
16,793
-2,964
1300
$1.84M ﹤0.01%
33,532
+8,626