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
CBNA
3626
Chain Bridge Bancorp
CBNA
$199M
$142K ﹤0.01%
+5,517
DECM
3627
FT Vest U.S. Equity Max Buffer ETF - December
DECM
$37.4M
$141K ﹤0.01%
4,479
POCT icon
3628
Innovator US Equity Power Buffer ETF October
POCT
$776M
$140K ﹤0.01%
3,381
-1,782
EP icon
3629
Empire Petroleum
EP
$96.8M
$140K ﹤0.01%
26,568
+9,278
IMO icon
3630
Imperial Oil
IMO
$49.2B
$140K ﹤0.01%
1,762
-38,507
FLYY
3631
DELISTED
Spirit Aviation Holdings, Inc.
FLYY
$140K ﹤0.01%
+28,225
BJUN icon
3632
Innovator US Equity Buffer ETF June
BJUN
$179M
$139K ﹤0.01%
3,186
-1,267
IYW icon
3633
iShares US Technology ETF
IYW
$22.4B
$139K ﹤0.01%
800
-7,595
MAPS icon
3634
WM Technology
MAPS
$96.3M
$139K ﹤0.01%
155,246
+61,590
TIXT
3635
DELISTED
TELUS International
TIXT
$139K ﹤0.01%
38,384
+239
FJUN icon
3636
FT Vest US Equity Buffer ETF June
FJUN
$1.01B
$138K ﹤0.01%
2,578
-317
LUCD icon
3637
Lucid Diagnostics
LUCD
$140M
$138K ﹤0.01%
120,002
+118,418
AFCG
3638
AFC Gamma
AFCG
$70.7M
$137K ﹤0.01%
30,490
+12,438
IMTX icon
3639
Immatics
IMTX
$1.24B
$136K ﹤0.01%
25,311
TLRY icon
3640
Tilray
TLRY
$1.21B
$136K ﹤0.01%
329,006
+57,639
TVRD
3641
Tvardi Therapeutics
TVRD
$37.8M
$135K ﹤0.01%
+5,789
BKKT icon
3642
Bakkt Holdings
BKKT
$436M
$132K ﹤0.01%
9,484
+6,990
GMAR icon
3643
FT Vest US Equity Moderate Buffer ETF March
GMAR
$415M
$132K ﹤0.01%
+3,388
MPX icon
3644
Marine Products Corp
MPX
$295M
$132K ﹤0.01%
15,573
+6,407
GPCR icon
3645
Structure Therapeutics
GPCR
$2.23B
$131K ﹤0.01%
6,328
+1,016
PAVE icon
3646
Global X US Infrastructure Development ETF
PAVE
$9.46B
$131K ﹤0.01%
3,000
PDS
3647
Precision Drilling
PDS
$771M
$131K ﹤0.01%
2,787
-1,745
INNV icon
3648
InnovAge Holding
INNV
$657M
$130K ﹤0.01%
35,201
+15,608
EPOL icon
3649
iShares MSCI Poland ETF
EPOL
$461M
$129K ﹤0.01%
3,985
+2,000
NVS icon
3650
Novartis
NVS
$252B
$129K ﹤0.01%
1,061
-17,212