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
$252B
AUM Growth
+$31.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,765
New
Increased
Reduced
Closed

Top Buys

1 +$2.01B
2 +$1.41B
3 +$978M
4
JPM icon
JPMorgan Chase
JPM
+$714M
5
TSLA icon
Tesla
TSLA
+$626M

Top Sells

1 +$1.68B
2 +$1.41B
3 +$1.22B
4
AMZN icon
Amazon
AMZN
+$855M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$550M

Sector Composition

1 Technology 34.36%
2 Financials 12.76%
3 Consumer Discretionary 11.44%
4 Communication Services 8.74%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BOCT icon
3526
Innovator US Equity Buffer ETF October
BOCT
$231M
$168K ﹤0.01%
3,706
+264
NVDU icon
3527
Direxion Daily NVDA Bull 2X Shares
NVDU
$714M
$168K ﹤0.01%
1,700
+250
TARA icon
3528
Protara Therapeutics
TARA
$213M
$168K ﹤0.01%
55,639
-37,600
BAUG icon
3529
Innovator US Equity Buffer ETF August
BAUG
$221M
$166K ﹤0.01%
3,606
-128
CSPI icon
3530
CSP Inc
CSPI
$111M
$166K ﹤0.01%
12,862
+12,791
PDEX icon
3531
Pro-Dex
PDEX
$105M
$166K ﹤0.01%
+3,784
BIOA
3532
BioAge Labs
BIOA
$280M
$165K ﹤0.01%
39,961
+27,234
FF icon
3533
Future Fuel
FF
$147M
$164K ﹤0.01%
42,287
+16,007
FDEC icon
3534
FT Vest US Equity Buffer ETF December
FDEC
$1.09B
$163K ﹤0.01%
3,490
+2,334
TLSI icon
3535
TriSalus Life Sciences
TLSI
$227M
$163K ﹤0.01%
29,937
+29,905
XOCT icon
3536
FT Vest US Equity Enhance & Moderate Buffer ETF October
XOCT
$117M
$162K ﹤0.01%
4,529
-850
CXDO icon
3537
Crexendo
CXDO
$209M
$161K ﹤0.01%
26,524
+19,792
DERM icon
3538
Journey Medical
DERM
$214M
$161K ﹤0.01%
+22,403
GXC icon
3539
SPDR S&P China ETF
GXC
$488M
$161K ﹤0.01%
1,844
GNOV icon
3540
FT Vest US Equity Moderate Buffer ETF November
GNOV
$252M
$160K ﹤0.01%
4,381
+940
CPSS icon
3541
Consumer Portfolio Services
CPSS
$185M
$159K ﹤0.01%
16,230
+6,941
KEN icon
3542
Kenon Holdings
KEN
$2.95B
$158K ﹤0.01%
3,812
-3,372
PNRG icon
3543
PrimeEnergy Resources
PNRG
$230M
$158K ﹤0.01%
1,078
-669
XJUN icon
3544
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$147M
$158K ﹤0.01%
3,847
-354
JUNM
3545
FT Vest U.S. Equity Max Buffer ETF - June
JUNM
$66.2M
$158K ﹤0.01%
4,755
-1,561
XIFR
3546
XPLR Infrastructure LP
XIFR
$882M
$158K ﹤0.01%
19,226
-1,627
NPWR icon
3547
NET Power
NPWR
$220M
$157K ﹤0.01%
63,525
+41,289
CCO icon
3548
Clear Channel Outdoor Holdings
CCO
$945M
$155K ﹤0.01%
131,848
-277,700
XTAP icon
3549
Innovator US Equity Accelerated Plus ETF April
XTAP
$25.9M
$155K ﹤0.01%
4,056
-100
LOCT icon
3550
Innovator Premium Income 15 Buffer ETF October
LOCT
$13.1M
$154K ﹤0.01%
6,447
+4,254