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
SEAT icon
3726
Vivid Seats
SEAT
$79.5M
$78.4K ﹤0.01%
4,716
-1,109
MEOH icon
3727
Methanex
MEOH
$2.67B
$77.5K ﹤0.01%
1,950
-27,612
CVAC icon
3728
CureVac
CVAC
$1.19B
$76.9K ﹤0.01%
14,263
-25,930
VTV icon
3729
Vanguard Value ETF
VTV
$152B
$76.8K ﹤0.01%
412
SLND icon
3730
Southland Holdings
SLND
$174M
$76.7K ﹤0.01%
17,880
-1,149
QIPT
3731
Quipt Home Medical
QIPT
$103M
$76.1K ﹤0.01%
29,166
-3,002
CTNM
3732
Contineum Therapeutics
CTNM
$313M
$76.1K ﹤0.01%
6,476
+4,744
CMTL icon
3733
Comtech Telecommunications
CMTL
$89.1M
$75.5K ﹤0.01%
29,255
+151
HQI icon
3734
HireQuest
HQI
$121M
$75.4K ﹤0.01%
7,835
-1,859
UAUG icon
3735
Innovator US Equity Ultra Buffer ETF August
UAUG
$236M
$74.4K ﹤0.01%
1,893
-2,068
BEEP icon
3736
Mobile Infrastructure Corp
BEEP
$130M
$74.2K ﹤0.01%
21,069
-6,053
GAUG icon
3737
FT Vest US Equity Moderate Buffer ETF August
GAUG
$307M
$73.8K ﹤0.01%
1,912
-1,148
ZAUG
3738
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
$119M
$73.7K ﹤0.01%
2,784
-2,956
RBKB icon
3739
Rhinebeck Bancorp
RBKB
$116M
$73.1K ﹤0.01%
6,432
-1,944
BTCS icon
3740
BTCS Inc
BTCS
$144M
$72.9K ﹤0.01%
+15,086
NEGG icon
3741
Newegg Commerce
NEGG
$1.62B
$72.8K ﹤0.01%
1,735
+664
NVS icon
3742
Novartis
NVS
$250B
$72.2K ﹤0.01%
563
-498
UPLD icon
3743
Upland Software
UPLD
$54.3M
$71.6K ﹤0.01%
30,211
-2,647
RXI icon
3744
iShares Global Consumer Discretionary ETF
RXI
$457M
$71.2K ﹤0.01%
344
XSEP icon
3745
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$104M
$69.2K ﹤0.01%
1,663
-2,004
ISPR icon
3746
Ispire Technology
ISPR
$131M
$69.2K ﹤0.01%
27,014
-6,236
AIA icon
3747
iShares Asia 50 ETF
AIA
$1.53B
$68.6K ﹤0.01%
725
IPAY icon
3748
Amplify Mobile Payments ETF
IPAY
$223M
$67.5K ﹤0.01%
1,182
GREK icon
3749
Global X MSCI Greece ETF
GREK
$287M
$66.9K ﹤0.01%
1,039
IBDS icon
3750
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.48B
$66.5K ﹤0.01%
2,733