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
VSS icon
3551
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.82B
$154K ﹤0.01%
1,145
KYTX icon
3552
Kyverna Therapeutics
KYTX
$298M
$154K ﹤0.01%
50,394
-30,996
PAC icon
3553
Grupo Aeroportuario del Pacifico
PAC
$11.2B
$153K ﹤0.01%
668
+623
ONEQ icon
3554
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.06B
$152K ﹤0.01%
1,900
LAPR icon
3555
Innovator Premium Income 15 Buffer ETF April
LAPR
$6.92M
$152K ﹤0.01%
+6,060
HJUL
3556
DELISTED
Innovator Premium Income 9 Buffer ETF - July
HJUL
$152K ﹤0.01%
6,408
+6,406
JANM
3557
FT U.S. Equity Max Buffer ETF - January
JANM
$31.8M
$152K ﹤0.01%
4,778
AFRI icon
3558
Forafric Global
AFRI
$252M
$151K ﹤0.01%
19,267
+4,052
JANT icon
3559
AllianzIM U.S. Large Cap Buffer10 Jan ETF
JANT
$57.2M
$151K ﹤0.01%
4,003
-35
NVBW icon
3560
AllianzIM U.S. Large Cap Buffer20 Nov ETF
NVBW
$65.1M
$151K ﹤0.01%
4,688
-74
SEPT icon
3561
AllianzIM U.S. Large Cap Buffer10 Sep ETF
SEPT
$102M
$151K ﹤0.01%
4,696
+6
APRT icon
3562
AllianzIM US Large Cap Buffer10 Apr ETF
APRT
$44M
$150K ﹤0.01%
3,832
-182
GAPR icon
3563
FT Vest US Equity Moderate Buffer ETF April
GAPR
$252M
$150K ﹤0.01%
3,910
-22
KZIA
3564
Kazia Therapeutics
KZIA
$10.5M
$150K ﹤0.01%
24,000
NYAX
3565
Nayax
NYAX
$1.53B
$150K ﹤0.01%
2,992
+351
PNOV icon
3566
Innovator US Equity Power Buffer ETF November
PNOV
$649M
$150K ﹤0.01%
3,783
+3,683
XBOC icon
3567
Innovator US Equity Accelerated 9 Buffer ETF October
XBOC
$73.2M
$150K ﹤0.01%
4,694
-79
AAPR icon
3568
Innovator Equity Defined Protection ETF 2 Yr to April 2026
AAPR
$58.9M
$150K ﹤0.01%
5,490
-204
AUGM
3569
FT Vest U.S. Equity Max Buffer ETF - August
AUGM
$36.3M
$150K ﹤0.01%
4,555
-1,203
OCTM
3570
FT Vest U.S. Equity Max Buffer ETF - October
OCTM
$21.8M
$150K ﹤0.01%
4,779
+495
AREN icon
3571
Arena Group
AREN
$205M
$149K ﹤0.01%
+24,011
BFEB icon
3572
Innovator US Equity Buffer ETF February
BFEB
$197M
$149K ﹤0.01%
3,331
+2,729
GAIA icon
3573
Gaia
GAIA
$99.7M
$149K ﹤0.01%
33,797
+32,217
STRW icon
3574
Strawberry Fields REIT
STRW
$158M
$149K ﹤0.01%
14,138
+3,897
XSEP icon
3575
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$129M
$149K ﹤0.01%
3,667
+2,329