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
OTEX icon
3726
Open Text
OTEX
$8.49B
$92K ﹤0.01%
3,159
+3,094
SPIB icon
3727
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$92K ﹤0.01%
2,736
FEBM
3728
FT Vest U.S. Equity Max Buffer ETF - February
FEBM
$54.1M
$92K ﹤0.01%
+3,132
GIL icon
3729
Gildan
GIL
$8.74B
$91K ﹤0.01%
1,825
-4,750
GPRO icon
3730
GoPro
GPRO
$252M
$91K ﹤0.01%
119,974
-129,735
NXXT
3731
NextNRG Inc
NXXT
$266M
$91K ﹤0.01%
32,839
+32,716
BMAY icon
3732
Innovator US Equity Buffer ETF May
BMAY
$156M
$90K ﹤0.01%
2,134
-1,451
INFU icon
3733
InfuSystem Holdings
INFU
$193M
$90K ﹤0.01%
14,394
-14,583
NOAH
3734
Noah Holdings
NOAH
$719M
$90K ﹤0.01%
7,542
+1,018
PSNY icon
3735
Gores Guggenheim
PSNY
$1.11B
$90K ﹤0.01%
84,571
-2,763
BMR icon
3736
Beamr Imaging
BMR
$31.7M
$89K ﹤0.01%
28,163
-32,877
COOK icon
3737
Traeger
COOK
$124M
$89K ﹤0.01%
52,239
+17,449
FAPR icon
3738
FT Vest US Equity Buffer ETF April
FAPR
$878M
$89K ﹤0.01%
2,103
+2,007
FTLF icon
3739
FitLife Brands
FTLF
$170M
$89K ﹤0.01%
6,815
+6,219
IEUS icon
3740
iShares MSCI Europe Small-Cap ETF
IEUS
$155M
$89K ﹤0.01%
1,320
IMA
3741
ImageneBio Inc
IMA
$91.2M
$89K ﹤0.01%
5,515
FLJJ icon
3742
AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF
FLJJ
$8.65M
$89K ﹤0.01%
2,947
+2,944
DMAY icon
3743
FT Vest US Equity Deep Buffer ETF May
DMAY
$288M
$88K ﹤0.01%
2,063
+199
INMB icon
3744
INmune Bio
INMB
$37.8M
$88K ﹤0.01%
37,986
+18,144
INTT icon
3745
inTEST
INTT
$94.1M
$86K ﹤0.01%
11,846
TVGN icon
3746
Tevogen Bio Holdings
TVGN
$82M
$86K ﹤0.01%
68,583
+30,516
ISPR icon
3747
Ispire Technology
ISPR
$112M
$85K ﹤0.01%
33,250
+12,362
BRFS
3748
DELISTED
BRF SA
BRFS
$84K ﹤0.01%
22,987
-119,603
RSKD icon
3749
Riskified
RSKD
$692M
$84K ﹤0.01%
16,823
-1,610
TEN
3750
Tsakos Energy Navigation Ltd
TEN
$767M
$84K ﹤0.01%
4,378
-8,200