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
$154B
AUM Growth
+$57.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,681
New
Increased
Reduced
Closed

Top Buys

1 +$2.78B
2 +$2.22B
3 +$1.67B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.65B
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$1.19B

Top Sells

1 +$1.45B
2 +$533M
3 +$410M
4
STLA icon
Stellantis
STLA
+$312M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$240M

Sector Composition

1 Technology 29.04%
2 Healthcare 11.57%
3 Financials 10.8%
4 Consumer Discretionary 10.39%
5 Communication Services 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$1.1M ﹤0.01%
134,277
+10,870
2027
$1.1M ﹤0.01%
62,421
-34
2028
$1.1M ﹤0.01%
13,920
-4,491
2029
$1.1M ﹤0.01%
34,086
+6,661
2030
$1.09M ﹤0.01%
50,904
+24,654
2031
$1.08M ﹤0.01%
16,572
+14,048
2032
$1.08M ﹤0.01%
25,379
+585
2033
$1.08M ﹤0.01%
24,838
+2,829
2034
$1.08M ﹤0.01%
19,130
+9,604
2035
$1.08M ﹤0.01%
121,999
-22,024
2036
$1.08M ﹤0.01%
25,935
+827
2037
$1.08M ﹤0.01%
45,663
-4,615
2038
$1.07M ﹤0.01%
34,694
+3,456
2039
$1.07M ﹤0.01%
79,852
-24,108
2040
$1.07M ﹤0.01%
15,295
+1,296
2041
$1.07M ﹤0.01%
49,861
-10,897
2042
$1.07M ﹤0.01%
61,531
-169,287
2043
$1.06M ﹤0.01%
126,864
+110,039
2044
$1.06M ﹤0.01%
93,985
+42,381
2045
$1.06M ﹤0.01%
33,621
+903
2046
$1.06M ﹤0.01%
26,066
-3,240
2047
$1.06M ﹤0.01%
41,556
-65,094
2048
$1.05M ﹤0.01%
23,250
-1,066
2049
$1.05M ﹤0.01%
+100,000
2050
$1.05M ﹤0.01%
104,800