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
1876
$676K ﹤0.01%
24,111
-8,237
1877
$675K ﹤0.01%
+135,000
1878
$674K ﹤0.01%
1,203
-403
1879
$672K ﹤0.01%
31,724
+14,747
1880
$670K ﹤0.01%
2,578
-560
1881
$669K ﹤0.01%
31,855
-13,606
1882
$666K ﹤0.01%
39,175
-4,540
1883
$664K ﹤0.01%
11,852
-664
1884
$663K ﹤0.01%
82,895
-66,568
1885
$662K ﹤0.01%
9,543
-3,720
1886
$662K ﹤0.01%
23,647
-9,808
1887
$660K ﹤0.01%
10,999
-3,949
1888
$657K ﹤0.01%
23,480
-3,889
1889
$655K ﹤0.01%
19,269
-8,389
1890
$655K ﹤0.01%
65,514
-9,190
1891
$654K ﹤0.01%
2,726
-848
1892
$654K ﹤0.01%
65,488
-27,723
1893
$652K ﹤0.01%
34,267
-24,725
1894
$650K ﹤0.01%
9,160
-3,549
1895
$647K ﹤0.01%
121
+5
1896
$647K ﹤0.01%
20,210
+4,475
1897
$646K ﹤0.01%
28,105
+9,620
1898
$643K ﹤0.01%
20,757
-2,101
1899
$642K ﹤0.01%
14,251
-1,888
1900
$642K ﹤0.01%
29,156
-15,326