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
$220B
AUM Growth
+$17.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,725
New
Increased
Reduced
Closed

Top Buys

1 +$3.85B
2 +$1.78B
3 +$1.57B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.49B
5
MA icon
Mastercard
MA
+$1.09B

Top Sells

1 +$1.3B
2 +$650M
3 +$475M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$432M
5
NRG icon
NRG Energy
NRG
+$387M

Sector Composition

1 Technology 28.21%
2 Financials 14.77%
3 Consumer Discretionary 11.75%
4 Healthcare 8.96%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1901
$2.29M ﹤0.01%
25,358
-2,204
1902
$2.29M ﹤0.01%
56,128
-190,590
1903
$2.29M ﹤0.01%
374,778
-15,622
1904
$2.29M ﹤0.01%
526,567
-26,619
1905
$2.28M ﹤0.01%
91,375
-32,210
1906
$2.28M ﹤0.01%
40,940
-24,994
1907
$2.28M ﹤0.01%
174,433
-86,797
1908
$2.28M ﹤0.01%
86,700
-11,016
1909
$2.27M ﹤0.01%
172,022
-53,365
1910
$2.27M ﹤0.01%
61,103
-13,252
1911
$2.27M ﹤0.01%
20,838
-6,751
1912
$2.27M ﹤0.01%
44,302
-17,257
1913
$2.27M ﹤0.01%
45,708
+5,644
1914
$2.27M ﹤0.01%
37,920
-7,673
1915
$2.27M ﹤0.01%
92,539
-8,718
1916
$2.26M ﹤0.01%
42,233
-15,221
1917
$2.26M ﹤0.01%
1,013,801
-1,269,263
1918
$2.26M ﹤0.01%
196,820
-75,607
1919
$2.25M ﹤0.01%
447,897
-104,246
1920
$2.25M ﹤0.01%
335,988
-20,634
1921
$2.24M ﹤0.01%
37,676
-14,304
1922
$2.24M ﹤0.01%
27,444
-10,187
1923
$2.23M ﹤0.01%
38,596
-10,937
1924
$2.23M ﹤0.01%
12,917
-2,387
1925
$2.23M ﹤0.01%
52,075
-35,629