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
1926
$2.22M ﹤0.01%
30,667
-46,469
1927
$2.22M ﹤0.01%
136,355
-56,922
1928
$2.22M ﹤0.01%
283,377
-26,102
1929
$2.21M ﹤0.01%
434,150
-136,685
1930
$2.21M ﹤0.01%
92,869
-48,225
1931
$2.2M ﹤0.01%
43,392
+3,339
1932
$2.2M ﹤0.01%
73,703
-6,051
1933
$2.2M ﹤0.01%
354,653
-161,816
1934
$2.19M ﹤0.01%
60,546
+52,995
1935
$2.19M ﹤0.01%
110,804
-151,132
1936
$2.18M ﹤0.01%
443,240
-89,414
1937
$2.18M ﹤0.01%
211,260
+41,611
1938
$2.16M ﹤0.01%
85,835
-28,743
1939
$2.15M ﹤0.01%
89,716
-9,432
1940
$2.15M ﹤0.01%
38,192
+21,089
1941
$2.15M ﹤0.01%
71,708
-2,214
1942
$2.15M ﹤0.01%
216,812
-18,414
1943
$2.15M ﹤0.01%
54,907
-46,067
1944
$2.14M ﹤0.01%
57,045
-20,607
1945
$2.14M ﹤0.01%
61,828
-17,230
1946
$2.14M ﹤0.01%
17,094
-3,068
1947
$2.14M ﹤0.01%
262,291
-79,430
1948
$2.14M ﹤0.01%
144,722
-127,435
1949
$2.14M ﹤0.01%
6,888
-3,605
1950
$2.12M ﹤0.01%
241,640
-98,093