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
2076
$462K ﹤0.01%
28,892
+6,416
2077
$460K ﹤0.01%
24,238
-6,864
2078
$460K ﹤0.01%
24,235
+1,391
2079
$460K ﹤0.01%
19,615
-7,679
2080
$459K ﹤0.01%
10,678
-72,505
2081
$459K ﹤0.01%
19,969
-1,020
2082
$455K ﹤0.01%
18,200
-10,900
2083
$455K ﹤0.01%
15,675
-7,262
2084
$453K ﹤0.01%
6,754
-699
2085
$452K ﹤0.01%
5,649
+1,596
2086
$451K ﹤0.01%
22,508
-13,904
2087
$451K ﹤0.01%
8,667
-1,329
2088
$450K ﹤0.01%
64,268
-38,198
2089
$450K ﹤0.01%
7,762
+217
2090
$450K ﹤0.01%
11,835
-6,148
2091
$450K ﹤0.01%
12,847
+7,444
2092
$449K ﹤0.01%
1,497
+1,377
2093
$449K ﹤0.01%
26,398
-34,802
2094
$449K ﹤0.01%
19,539
-13,372
2095
$448K ﹤0.01%
64,135
-672,776
2096
$447K ﹤0.01%
48,617
-109,855
2097
$445K ﹤0.01%
13,481
-6,817
2098
$444K ﹤0.01%
18,496
-7,040
2099
$444K ﹤0.01%
22,187
+15,839
2100
$443K ﹤0.01%
5,088
+748