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
1301
$1.84M ﹤0.01%
134,877
-12,672
1302
$1.84M ﹤0.01%
61,351
-164,864
1303
$1.84M ﹤0.01%
44,800
+44,600
1304
$1.83M ﹤0.01%
45,823
-381,993
1305
$1.83M ﹤0.01%
49,529
+45,193
1306
$1.83M ﹤0.01%
73,230
-27,055
1307
$1.83M ﹤0.01%
26,175
+11,296
1308
$1.82M ﹤0.01%
151,581
-188,392
1309
$1.82M ﹤0.01%
37,092
+3,582
1310
$1.81M ﹤0.01%
29,270
+1,962
1311
$1.81M ﹤0.01%
64,784
+41,549
1312
$1.81M ﹤0.01%
26,593
+12,375
1313
$1.81M ﹤0.01%
14,248
-7,110
1314
$1.81M ﹤0.01%
32,880
-4,095
1315
$1.81M ﹤0.01%
100,328
+40
1316
$1.8M ﹤0.01%
41,914
-10,872
1317
$1.8M ﹤0.01%
22,499
-87,949
1318
$1.79M ﹤0.01%
20,587
-1,882
1319
$1.79M ﹤0.01%
33,729
+1,885
1320
$1.78M ﹤0.01%
137,017
+6,606
1321
$1.78M ﹤0.01%
40,492
+6,504
1322
$1.78M ﹤0.01%
74,328
-16,709
1323
$1.78M ﹤0.01%
118,494
-299,106
1324
$1.77M ﹤0.01%
63,381
-3,892
1325
$1.77M ﹤0.01%
45,484
-5,192