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
LBTYK icon
3351
Liberty Global Class C
LBTYK
$3.83B
$211K ﹤0.01%
17,975
-31,493
SDY icon
3352
State Street SPDR S&P Dividend ETF
SDY
$20B
$210K ﹤0.01%
1,500
MDWD icon
3353
MediWound
MDWD
$232M
$208K ﹤0.01%
11,529
-2,524
FMAR icon
3354
FT Vest US Equity Buffer ETF March
FMAR
$912M
$207K ﹤0.01%
4,472
+6
MED icon
3355
Medifast
MED
$120M
$207K ﹤0.01%
15,161
-2,627
ELDN icon
3356
Eledon Pharmaceuticals
ELDN
$121M
$207K ﹤0.01%
79,753
-22,125
XJAN icon
3357
FT Vest US Equity Enhance & Moderate Buffer ETF January
XJAN
$64.6M
$206K ﹤0.01%
5,712
-289
MAGS icon
3358
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.79B
$205K ﹤0.01%
+3,160
DH icon
3359
Definitive Healthcare
DH
$289M
$205K ﹤0.01%
50,411
-16,589
LWAY icon
3360
Lifeway Foods
LWAY
$351M
$204K ﹤0.01%
7,350
-1,628
ESLT icon
3361
Elbit Systems
ESLT
$21.6B
$204K ﹤0.01%
400
-1,690
SGHT icon
3362
Sight Sciences
SGHT
$428M
$203K ﹤0.01%
59,156
-13,734
CSIQ icon
3363
Canadian Solar
CSIQ
$1.68B
$203K ﹤0.01%
15,598
+6,983
BIOA
3364
BioAge Labs
BIOA
$328M
$203K ﹤0.01%
34,558
-5,403
ADV icon
3365
Advantage Solutions
ADV
$297M
$203K ﹤0.01%
132,745
-30,733
API
3366
Agora
API
$335M
$202K ﹤0.01%
52,911
-69,325
FFEB icon
3367
FT Vest US Equity Buffer ETF February
FFEB
$1.14B
$202K ﹤0.01%
3,660
-182
FINX icon
3368
Global X FinTech ETF
FINX
$257M
$202K ﹤0.01%
6,020
JANM
3369
FT U.S. Equity Max Buffer ETF - January
JANM
$31M
$202K ﹤0.01%
6,218
+1,440
GJUL icon
3370
FT Vest US Equity Moderate Buffer ETF July
GJUL
$440M
$201K ﹤0.01%
4,967
+2,034
PAAA icon
3371
PGIM AAA CLO ETF
PAAA
$5.43B
$201K ﹤0.01%
+3,911
GJAN icon
3372
FT Vest US Equity Moderate Buffer ETF January
GJAN
$349M
$201K ﹤0.01%
4,831
-206
DDEC icon
3373
FT Vest US Equity Deep Buffer ETF December
DDEC
$343M
$201K ﹤0.01%
4,599
+1,628
DJAN icon
3374
FT Vest US Equity Deep Buffer ETF January
DJAN
$349M
$201K ﹤0.01%
4,774
+2,249
PJUN icon
3375
Innovator US Equity Power Buffer ETF June
PJUN
$719M
$201K ﹤0.01%
+4,889