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
1951
$591K ﹤0.01%
15,994
+2,865
1952
$591K ﹤0.01%
10,918
-6,694
1953
$591K ﹤0.01%
9,096
+3,980
1954
$587K ﹤0.01%
20,271
-12,592
1955
$587K ﹤0.01%
16,801
-16,305
1956
$585K ﹤0.01%
15,590
+5,386
1957
$584K ﹤0.01%
847
-190
1958
$582K ﹤0.01%
24,241
-11,598
1959
$582K ﹤0.01%
9,392
-4,967
1960
$582K ﹤0.01%
17,113
-68,401
1961
$581K ﹤0.01%
8,673
-6,139
1962
$580K ﹤0.01%
12,351
-5,825
1963
$580K ﹤0.01%
41,363
+18,712
1964
$580K ﹤0.01%
144,914
+39,632
1965
$578K ﹤0.01%
12,575
-9,160
1966
$578K ﹤0.01%
24,069
-12,861
1967
$578K ﹤0.01%
36,102
-19,002
1968
$576K ﹤0.01%
4,299
+2,360
1969
$576K ﹤0.01%
21,335
-38,797
1970
$575K ﹤0.01%
38,336
-51,321
1971
$572K ﹤0.01%
52,004
-11,532
1972
$572K ﹤0.01%
114,486
+41,543
1973
$572K ﹤0.01%
81,709
-55,389
1974
$570K ﹤0.01%
8,653
-6,638
1975
$570K ﹤0.01%
16,781
-14,776