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
1851
$698K ﹤0.01%
43,649
-3,082
1852
$698K ﹤0.01%
46,516
-32,104
1853
$694K ﹤0.01%
8,671
-4,956
1854
$694K ﹤0.01%
6,375
-14,945
1855
$692K ﹤0.01%
17,300
-22,400
1856
$692K ﹤0.01%
17,310
-122,934
1857
$692K ﹤0.01%
691,582
+557,852
1858
$691K ﹤0.01%
23,830
+1,740
1859
$690K ﹤0.01%
21,576
+5,130
1860
$689K ﹤0.01%
52,979
+52,579
1861
$689K ﹤0.01%
31,322
+28,969
1862
$687K ﹤0.01%
45,797
-268,399
1863
$686K ﹤0.01%
22,132
-8,837
1864
$685K ﹤0.01%
10,873
-1,564
1865
$685K ﹤0.01%
42,789
+36,778
1866
$684K ﹤0.01%
48,874
-106,671
1867
$683K ﹤0.01%
8,424
-5,062
1868
$683K ﹤0.01%
19,802
-16,254
1869
$683K ﹤0.01%
16,892
+6,722
1870
$682K ﹤0.01%
15,499
+10,726
1871
$681K ﹤0.01%
22,707
-11,859
1872
$680K ﹤0.01%
84,986
-31,861
1873
$679K ﹤0.01%
45,299
+11,825
1874
$677K ﹤0.01%
22,588
+11,317
1875
$677K ﹤0.01%
21,807
-2,082