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
2401
$251K ﹤0.01%
7,830
+334
2402
$251K ﹤0.01%
10,011
-35,380
2403
$250K ﹤0.01%
20,899
-228,380
2404
$249K ﹤0.01%
13,128
-6,100
2405
$249K ﹤0.01%
17,764
+10,401
2406
$249K ﹤0.01%
9,967
-10,137
2407
$248K ﹤0.01%
20,590
-8,093
2408
$248K ﹤0.01%
35,491
-16,012
2409
$248K ﹤0.01%
7,126
+3,999
2410
$248K ﹤0.01%
41,347
+21,570
2411
$248K ﹤0.01%
61,860
-547,428
2412
$247K ﹤0.01%
4,836
2413
$246K ﹤0.01%
24,653
+6,545
2414
$246K ﹤0.01%
20,510
+8,612
2415
$245K ﹤0.01%
22,273
-7,280
2416
$243K ﹤0.01%
15,688
-8,742
2417
$243K ﹤0.01%
27,052
-14,273
2418
$242K ﹤0.01%
4,387
-8,213
2419
$242K ﹤0.01%
213
-1,813
2420
$241K ﹤0.01%
21,900
-7,000
2421
$241K ﹤0.01%
10,445
+1,809
2422
$241K ﹤0.01%
7,297
-1,866
2423
$240K ﹤0.01%
20,000
-9,000
2424
$240K ﹤0.01%
14,089
+3,817
2425
$240K ﹤0.01%
22,634
+12,557