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
NRDY icon
3651
Nerdy
NRDY
$132M
$106K ﹤0.01%
84,252
-24,912
ZMAR
3652
Innovator Equity Defined Protection ETF - 1 Yr March
ZMAR
$92.6M
$106K ﹤0.01%
3,919
SPYM
3653
State Street SPDR Portfolio S&P 500 ETF
SPYM
$95.9B
$106K ﹤0.01%
1,350
GPCR icon
3654
Structure Therapeutics
GPCR
$2.07B
$106K ﹤0.01%
3,773
-2,555
QLD icon
3655
ProShares Ultra QQQ
QLD
$10.3B
$106K ﹤0.01%
1,540
-60
IIF
3656
Morgan Stanley India Investment Fund
IIF
$253M
$105K ﹤0.01%
4,000
AREN icon
3657
Arena Group
AREN
$178M
$105K ﹤0.01%
19,247
-4,764
PDEX icon
3658
Pro-Dex
PDEX
$108M
$105K ﹤0.01%
3,108
-676
GRNY
3659
FundStrat Granny Shots US Large Cap ETF
GRNY
$3.61B
$105K ﹤0.01%
+4,200
DFDV
3660
DeFi Development Corp
DFDV
$220M
$104K ﹤0.01%
+7,489
KG
3661
Kestrel Group
KG
$115M
$104K ﹤0.01%
3,805
+1,672
ACB
3662
Aurora Cannabis
ACB
$253M
$104K ﹤0.01%
17,417
+11,100
EUFN icon
3663
iShares MSCI Europe Financials ETF
EUFN
$4.18B
$103K ﹤0.01%
3,012
+2,933
TQQQ icon
3664
ProShares UltraPro QQQ
TQQQ
$29.1B
$103K ﹤0.01%
2,000
KLAR
3665
Klarna Group
KLAR
$11.4B
$103K ﹤0.01%
+2,800
ZROZ icon
3666
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.71B
$102K ﹤0.01%
1,500
ODV
3667
Osisko Development Corp
ODV
$834M
$101K ﹤0.01%
29,930
ASMB icon
3668
Assembly Biosciences
ASMB
$600M
$101K ﹤0.01%
3,961
+1,182
PERI icon
3669
Perion Network
PERI
$403M
$101K ﹤0.01%
10,550
+318
LUCD icon
3670
Lucid Diagnostics
LUCD
$143M
$101K ﹤0.01%
100,276
-19,726
RCEL icon
3671
Avita Medical
RCEL
$114M
$100K ﹤0.01%
19,631
-26,928
SUZ icon
3672
Suzano
SUZ
$11B
$100K ﹤0.01%
10,650
GYRE icon
3673
Gyre Therapeutics
GYRE
$744M
$99.9K ﹤0.01%
13,396
-10,608
SKYX icon
3674
SKYX Platforms
SKYX
$232M
$99.7K ﹤0.01%
89,024
-23,323
AFCG
3675
AFC Gamma
AFCG
$61.7M
$98.6K ﹤0.01%
25,756
-4,734