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
DB icon
3801
Deutsche Bank
DB
$67B
$50.1K ﹤0.01%
1,416
+1,358
VBR icon
3802
Vanguard Small-Cap Value ETF
VBR
$31.6B
$50.1K ﹤0.01%
240
DEO icon
3803
Diageo
DEO
$50.7B
$49.9K ﹤0.01%
523
+386
VRA icon
3804
Vera Bradley
VRA
$76.8M
$49.9K ﹤0.01%
24,817
-1,385
FHDG
3805
FT Vest U.S. Equity Quarterly Dynamic Buffer ETF
FHDG
$76.1M
$49.8K ﹤0.01%
1,510
-4,179
CLYM
3806
Climb Bio
CLYM
$120M
$49.8K ﹤0.01%
24,753
-4,624
ISSC icon
3807
Innovative Solutions & Support
ISSC
$166M
$49.6K ﹤0.01%
+3,972
NXXT
3808
NextNRG Inc
NXXT
$151M
$49.5K ﹤0.01%
27,054
-5,785
GGB icon
3809
Gerdau
GGB
$6.84B
$49.4K ﹤0.01%
+15,935
STKS icon
3810
The ONE Group
STKS
$58.5M
$49.3K ﹤0.01%
16,657
GMGI icon
3811
Golden Matrix Group
GMGI
$111M
$49.2K ﹤0.01%
43,510
+2,533
CRBP icon
3812
Corbus Pharmaceuticals
CRBP
$201M
$49.1K ﹤0.01%
3,884
+3,293
TLRY icon
3813
Tilray
TLRY
$1.1B
$48.6K ﹤0.01%
28,097
-300,909
SILC icon
3814
Silicom
SILC
$84.5M
$48.6K ﹤0.01%
2,743
REYN icon
3815
Reynolds Consumer Products
REYN
$5.11B
$47.9K ﹤0.01%
1,958
-34,518
OPAD icon
3816
Offerpad Solutions
OPAD
$72.6M
$47.9K ﹤0.01%
11,477
-1,333
IJS icon
3817
iShares S&P Small-Cap 600 Value ETF
IJS
$6.6B
$47.6K ﹤0.01%
430
MDXH icon
3818
MDxHealth
MDXH
$177M
$46.8K ﹤0.01%
+10,060
LBRDA icon
3819
Liberty Broadband Class A
LBRDA
$6.65B
$46.3K ﹤0.01%
731
-3,412
UGL icon
3820
ProShares Ultra Gold
UGL
$908M
$46.1K ﹤0.01%
1,000
-860
BHC icon
3821
Bausch Health
BHC
$2.34B
$45.7K ﹤0.01%
7,090
-54,318
ZONE
3822
CleanCore Solutions
ZONE
$2.93M
$45.7K ﹤0.01%
+22,637
USAS
3823
Americas Gold and Silver
USAS
$1.1B
$45.2K ﹤0.01%
+12,160
AGG icon
3824
iShares Core US Aggregate Bond ETF
AGG
$135B
$45.1K ﹤0.01%
450
-7,451
GASS icon
3825
StealthGas
GASS
$253M
$44.9K ﹤0.01%
6,853
+4,684