Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

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 Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272B
AUM Growth
+$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,805
New
Increased
Reduced
Closed

Top Buys

1 +$718M
2 +$658M
3 +$616M
4
PLTR icon
Palantir
PLTR
+$605M
5
WMT icon
Walmart
WMT
+$563M

Top Sells

1 +$2.51B
2 +$1.86B
3 +$1.71B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.06B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$947M

Sector Composition

1 Technology 34.73%
2 Financials 12.31%
3 Consumer Discretionary 11.56%
4 Communication Services 8.58%
5 Healthcare 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ROBO icon
3326
ROBO Global Robotics & Automation Index ETF
ROBO
$1.22B
$229K ﹤0.01%
3,500
LRMR icon
3327
Larimar Therapeutics
LRMR
$313M
$229K ﹤0.01%
70,893
-13,967
MG icon
3328
Mistras Group
MG
$374M
$228K ﹤0.01%
23,208
-6,316
GNTY
3329
DELISTED
Guaranty Bancshares
GNTY
$228K ﹤0.01%
28,433
-1,037
DLNG icon
3330
Dynagas LNG Partners
DLNG
$137M
$227K ﹤0.01%
64,800
PLX icon
3331
Protalix BioTherapeutics
PLX
$141M
$226K ﹤0.01%
101,798
-25,165
BNED icon
3332
Barnes & Noble Education
BNED
$311M
$226K ﹤0.01%
22,700
-2,421
ALMU
3333
Aeluma Inc
ALMU
$244M
$224K ﹤0.01%
13,907
-47,938
ULH icon
3334
Universal Logistics Holdings
ULH
$415M
$224K ﹤0.01%
9,538
-3,426
JMIA
3335
Jumia Technologies
JMIA
$1.41B
$221K ﹤0.01%
19,000
-1,203
XMAR icon
3336
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$172M
$220K ﹤0.01%
5,609
-156
DMRC icon
3337
Digimarc
DMRC
$171M
$218K ﹤0.01%
22,353
-5,126
SNDA icon
3338
Sonida Senior Living
SNDA
$604M
$218K ﹤0.01%
7,871
-1,615
BIZD icon
3339
VanEck BDC Income ETF
BIZD
$1.53B
$218K ﹤0.01%
14,594
RYAAY icon
3340
Ryanair
RYAAY
$35.4B
$217K ﹤0.01%
3,607
+3,226
IQ icon
3341
iQIYI
IQ
$2.14B
$217K ﹤0.01%
84,727
-303,605
BRCC icon
3342
BRC Inc
BRCC
$136M
$216K ﹤0.01%
138,615
+29,670
NTSK
3343
Netskope Inc
NTSK
$7.02B
$216K ﹤0.01%
+9,500
IMTX icon
3344
Immatics
IMTX
$1.29B
$216K ﹤0.01%
25,311
ALTI icon
3345
AlTi Global
ALTI
$410M
$216K ﹤0.01%
60,556
-11,631
CCRD
3346
DELISTED
CoreCard
CCRD
$215K ﹤0.01%
8,003
-2,276
SUNS
3347
Sunrise Realty Trust
SUNS
$132M
$215K ﹤0.01%
20,665
+3,715
KULR icon
3348
KULR Technology Group
KULR
$116M
$213K ﹤0.01%
51,242
-6,387
ALTG icon
3349
Alta Equipment Group
ALTG
$146M
$212K ﹤0.01%
29,213
-8,371
SNBR icon
3350
Sleep Number
SNBR
$89.3M
$211K ﹤0.01%
30,128
-5,147