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
TARA icon
3401
Protara Therapeutics
TARA
$292M
$198K ﹤0.01%
45,520
-10,119
RXT icon
3402
Rackspace Technology
RXT
$246M
$198K ﹤0.01%
140,221
-22,645
ARGX icon
3403
argenx
ARGX
$55.8B
$198K ﹤0.01%
268
-2,218
FNOV icon
3404
FT Vest US Equity Buffer ETF November
FNOV
$966M
$197K ﹤0.01%
3,734
-304
AMBQ
3405
Ambiq Micro
AMBQ
$435M
$197K ﹤0.01%
+6,568
FAUG icon
3406
FT Vest US Equity Buffer ETF August
FAUG
$1.11B
$196K ﹤0.01%
3,768
-457
EEX icon
3407
Emerald Holding
EEX
$720M
$195K ﹤0.01%
38,367
-4,359
DHX icon
3408
DHI Group
DHX
$87.7M
$195K ﹤0.01%
70,170
+16
MPTI icon
3409
M-tron Industries
MPTI
$145M
$195K ﹤0.01%
3,513
-1,129
DJUN icon
3410
FT Vest US Equity Deep Buffer ETF June
DJUN
$275M
$195K ﹤0.01%
4,185
-268
DJUL icon
3411
FT Vest US Equity Deep Buffer ETF July
DJUL
$410M
$194K ﹤0.01%
4,149
-440
MDV
3412
Modiv Industrial
MDV
$152M
$194K ﹤0.01%
13,225
-3,644
ACU icon
3413
Acme United Corp
ACU
$141M
$194K ﹤0.01%
4,699
-1,435
SMFG icon
3414
Sumitomo Mitsui Financial
SMFG
$112B
$193K ﹤0.01%
11,540
+7,540
IHI icon
3415
iShares US Medical Devices ETF
IHI
$4.34B
$193K ﹤0.01%
3,210
+196
VPL icon
3416
Vanguard FTSE Pacific ETF
VPL
$8.2B
$193K ﹤0.01%
+2,194
OFLX icon
3417
Omega Flex
OFLX
$266M
$193K ﹤0.01%
6,178
-1,303
XIDE icon
3418
FT Vest US Equity Buffer & Premium Income ETF December
XIDE
$22.7M
$193K ﹤0.01%
6,339
-4
NMAX
3419
Newsmax Inc
NMAX
$1.08B
$192K ﹤0.01%
15,509
+2,713
MGK icon
3420
Vanguard Mega Cap Growth ETF
MGK
$32B
$192K ﹤0.01%
477
XBOC icon
3421
Innovator US Equity Accelerated 9 Buffer ETF October
XBOC
$83.5M
$191K ﹤0.01%
5,824
+1,130
LAKE icon
3422
Lakeland Industries
LAKE
$135M
$191K ﹤0.01%
12,901
-2,728
OCTM
3423
FT Vest U.S. Equity Max Buffer ETF - October
OCTM
$29.2M
$191K ﹤0.01%
5,928
+1,149
BFIN icon
3424
BankFinancial
BFIN
$143M
$191K ﹤0.01%
15,854
-5,441
TEAD
3425
Teads Holding Co
TEAD
$57.2M
$190K ﹤0.01%
115,420
-9,919