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
2051
$483K ﹤0.01%
53,684
-2,501
2052
$483K ﹤0.01%
19,328
-8,416
2053
$482K ﹤0.01%
9,646
-117
2054
$482K ﹤0.01%
717
+108
2055
$481K ﹤0.01%
16,032
-2,540
2056
$480K ﹤0.01%
20,866
-10,205
2057
$480K ﹤0.01%
18,458
-7,815
2058
$480K ﹤0.01%
53,381
-172,376
2059
$479K ﹤0.01%
18,389
+12,811
2060
$478K ﹤0.01%
12,279
-29,009
2061
$477K ﹤0.01%
26,479
-32,059
2062
$477K ﹤0.01%
18,325
+17,066
2063
$474K ﹤0.01%
6,584
+2,821
2064
$473K ﹤0.01%
7,395
-5,648
2065
$471K ﹤0.01%
27,738
+26,930
2066
$471K ﹤0.01%
12,088
-2,371
2067
$469K ﹤0.01%
9,763
+3,798
2068
$467K ﹤0.01%
31,185
-10,190
2069
$466K ﹤0.01%
77,596
+13,568
2070
$465K ﹤0.01%
+58,103
2071
$465K ﹤0.01%
7,893
-1,545
2072
$464K ﹤0.01%
21,080
-11,785
2073
$463K ﹤0.01%
6,797
+134
2074
$463K ﹤0.01%
23,170
+5,794
2075
$462K ﹤0.01%
38,470
+10,702