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
2051
$1.05M ﹤0.01%
62,704
-623,812
2052
$1.05M ﹤0.01%
68,583
-144,131
2053
$1.05M ﹤0.01%
4,292
-1,414
2054
$1.05M ﹤0.01%
29,728
+750
2055
$1.04M ﹤0.01%
7,323
-8,433
2056
$1.04M ﹤0.01%
46,343
+7,096
2057
$1.04M ﹤0.01%
115,227
+14,269
2058
$1.04M ﹤0.01%
37,032
-6,187
2059
$1.04M ﹤0.01%
5,522
-7,873
2060
$1.04M ﹤0.01%
24,527
-10,403
2061
$1.04M ﹤0.01%
14,403
-365
2062
$1.04M ﹤0.01%
228,431
+39,351
2063
$1.04M ﹤0.01%
28,942
+6,607
2064
$1.03M ﹤0.01%
17,845
+702
2065
$1.03M ﹤0.01%
48,192
-1,615
2066
$1.03M ﹤0.01%
85,086
-7,267
2067
$1.02M ﹤0.01%
20,764
-6,561
2068
$1.02M ﹤0.01%
79,700
-3,972
2069
$1.02M ﹤0.01%
25,984
+735
2070
$1.02M ﹤0.01%
32,118
+16,150
2071
$1.01M ﹤0.01%
54,170
-573
2072
$1.01M ﹤0.01%
51,952
-61,046
2073
$1.01M ﹤0.01%
834,544
-42,689
2074
$1.01M ﹤0.01%
26,820
+26,760
2075
$1.01M ﹤0.01%
77,097
+2,671