Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

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
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.4B
AUM Growth
-$19.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,701
New
Increased
Reduced
Closed

Top Buys

1 +$292M
2 +$288M
3 +$273M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$261M
5
NI icon
NiSource
NI
+$240M

Top Sells

1 +$2.05B
2 +$1.81B
3 +$1.01B
4
XOM icon
Exxon Mobil
XOM
+$862M
5
TSLA icon
Tesla
TSLA
+$834M

Sector Composition

1 Technology 27.57%
2 Consumer Discretionary 11.38%
3 Healthcare 10.81%
4 Financials 10.71%
5 Communication Services 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$1.07M ﹤0.01%
64,782
-78,183
2027
$1.07M ﹤0.01%
16,716
+6,676
2028
$1.07M ﹤0.01%
35,912
+6,037
2029
$1.07M ﹤0.01%
54,845
+5,424
2030
$1.07M ﹤0.01%
13,999
+1,006
2031
$1.06M ﹤0.01%
120,025
-394,767
2032
$1.06M ﹤0.01%
26,250
-24,649
2033
$1.06M ﹤0.01%
33,644
+9,667
2034
$1.06M ﹤0.01%
57,983
+20,539
2035
$1.06M ﹤0.01%
11,771
-6,237
2036
$1.05M ﹤0.01%
20,358
+4,474
2037
$1.05M ﹤0.01%
29,795
-91,049
2038
$1.05M ﹤0.01%
100,186
+60,722
2039
$1.05M ﹤0.01%
43,239
+25,062
2040
$1.05M ﹤0.01%
328,923
-432,655
2041
$1.05M ﹤0.01%
104,800
2042
$1.05M ﹤0.01%
31,036
-1,751
2043
$1.05M ﹤0.01%
39,748
+12,815
2044
$1.05M ﹤0.01%
74,426
+21,235
2045
$1.04M ﹤0.01%
3,501
+3,180
2046
$1.04M ﹤0.01%
19,655
-2,178
2047
$1.04M ﹤0.01%
25,378
+3,084
2048
$1.04M ﹤0.01%
28,271
-4,862
2049
$1.03M ﹤0.01%
43,937
+1,582
2050
$1.03M ﹤0.01%
24,814
+11,497