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
$71.3B
AUM Growth
+$9.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,662
New
Increased
Reduced
Closed

Top Buys

1 +$351M
2 +$320M
3 +$295M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$240M
5
XOM icon
Exxon Mobil
XOM
+$226M

Sector Composition

1 Technology 16.03%
2 Financials 10.98%
3 Healthcare 10.52%
4 Communication Services 8.58%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$2.94M ﹤0.01%
22,413
+3,979
1277
$2.94M ﹤0.01%
113,509
+5,166
1278
$2.93M ﹤0.01%
43,874
-114,897
1279
$2.92M ﹤0.01%
53,587
+25,449
1280
$2.91M ﹤0.01%
72,666
+19,099
1281
$2.9M ﹤0.01%
72,022
-60,056
1282
$2.9M ﹤0.01%
245,745
-2,491
1283
$2.89M ﹤0.01%
44,639
+40,455
1284
$2.89M ﹤0.01%
50,848
-39,262
1285
$2.88M ﹤0.01%
26,365
-41,245
1286
$2.88M ﹤0.01%
238,028
+189,433
1287
$2.88M ﹤0.01%
111,210
+39,540
1288
$2.88M ﹤0.01%
39,094
-6,974
1289
$2.87M ﹤0.01%
105,505
+3,534
1290
$2.87M ﹤0.01%
54,107
+42,189
1291
$2.87M ﹤0.01%
35,226
+18,330
1292
$2.86M ﹤0.01%
23,292
+13,760
1293
$2.86M ﹤0.01%
81,522
+12,540
1294
$2.85M ﹤0.01%
38,457
+17,577
1295
$2.85M ﹤0.01%
+149,400
1296
$2.85M ﹤0.01%
30,666
-20,358
1297
$2.84M ﹤0.01%
271,912
+7,327
1298
$2.83M ﹤0.01%
248,410
+65,995
1299
$2.83M ﹤0.01%
69,557
-7,137
1300
$2.83M ﹤0.01%
21,724
-19,762