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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
GXO icon
1551
GXO Logistics
GXO
$5.81B
$3.27M ﹤0.01%
63,128
-35,525
GLBE icon
1552
Global E Online
GLBE
$6B
$3.27M ﹤0.01%
106,054
+104,665
NOVT icon
1553
Novanta
NOVT
$5.62B
$3.26M ﹤0.01%
27,608
-49,657
LE icon
1554
Lands' End
LE
$350M
$3.26M ﹤0.01%
289,820
+265,031
CELC icon
1555
Celcuity
CELC
$5B
$3.26M ﹤0.01%
28,537
-94,317
LEGN icon
1556
Legend Biotech
LEGN
$5.69B
$3.25M ﹤0.01%
179,900
-93,920
FRHC icon
1557
Freedom Holding
FRHC
$7.95B
$3.25M ﹤0.01%
22,438
+21,534
AKR icon
1558
Acadia Realty Trust
AKR
$2.86B
$3.24M ﹤0.01%
169,645
-320,024
NVCR icon
1559
NovoCure
NVCR
$1.79B
$3.24M ﹤0.01%
297,416
-149,839
SXT icon
1560
Sensient Technologies
SXT
$5.05B
$3.24M ﹤0.01%
37,451
-65,903
VGT icon
1561
Vanguard Information Technology ETF
VGT
$142B
$3.23M ﹤0.01%
37,072
+30,320
MDU icon
1562
MDU Resources
MDU
$4.48B
$3.22M ﹤0.01%
155,232
-212,069
PFSI icon
1563
PennyMac Financial
PFSI
$4.47B
$3.21M ﹤0.01%
36,717
-29,210
GTES icon
1564
Gates Industrial
GTES
$7.15B
$3.2M ﹤0.01%
141,346
-103,206
PPTA
1565
Perpetua Resources
PPTA
$2.58B
$3.18M ﹤0.01%
113,089
-98,698
LFUS icon
1566
Littelfuse
LFUS
$11.4B
$3.17M ﹤0.01%
9,344
-5,908
GRAL
1567
GRAIL Inc
GRAL
$2.94B
$3.17M ﹤0.01%
61,316
-64,342
SKM icon
1568
SK Telecom
SKM
$12.4B
$3.16M ﹤0.01%
108,006
-85,544
BTU icon
1569
Peabody Energy
BTU
$2.84B
$3.16M ﹤0.01%
95,902
-114,051
NUVL icon
1570
Nuvalent
NUVL
$9.77B
$3.16M ﹤0.01%
30,844
-94,484
BGC icon
1571
BGC Group
BGC
$5.01B
$3.15M ﹤0.01%
322,223
-401,388
PPLC
1572
PPL Corp Corporate Units
PPLC
$3.15M ﹤0.01%
+61,324
ROG icon
1573
Rogers Corp
ROG
$2.94B
$3.13M ﹤0.01%
29,145
-1,332
SR icon
1574
Spire
SR
$4.69B
$3.1M ﹤0.01%
34,242
-95,259
PBR icon
1575
Petrobras
PBR
$105B
$3.09M ﹤0.01%
149,090
-1,177,609