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
TVGN icon
3826
Tevogen Bio Holdings
TVGN
$87.2M
$44.8K ﹤0.01%
57,052
-11,531
OTEX icon
3827
Open Text
OTEX
$8.39B
$44.6K ﹤0.01%
1,192
-1,967
PKW icon
3828
Invesco BuyBack Achievers ETF
PKW
$1.5B
$44.5K ﹤0.01%
336
CX icon
3829
Cemex
CX
$15.1B
$44.4K ﹤0.01%
4,944
-123,537
VALU icon
3830
Value Line
VALU
$339M
$44.2K ﹤0.01%
1,132
-217
SGMT icon
3831
Sagimet Biosciences
SGMT
$217M
$44K ﹤0.01%
+6,409
DEFT
3832
Defi Technologies
DEFT
$444M
$43.9K ﹤0.01%
20,811
-43,190
RILY icon
3833
B. Riley Financial
RILY
$132M
$43.8K ﹤0.01%
7,335
+5,658
SNDR icon
3834
Schneider National
SNDR
$3.79B
$43.8K ﹤0.01%
2,070
-12,952
LXRX icon
3835
Lexicon Pharmaceuticals
LXRX
$512M
$43K ﹤0.01%
31,862
-408
DTCR icon
3836
Global X Data Center & Digital Infrastructure ETF
DTCR
$608M
$43K ﹤0.01%
2,100
WW
3837
WW International
WW
$267M
$42.9K ﹤0.01%
+1,569
HCM icon
3838
HUTCHMED
HCM
$2.44B
$42.8K ﹤0.01%
2,720
+278
NYAX
3839
Nayax
NYAX
$1.72B
$42.5K ﹤0.01%
893
-2,099
MHH icon
3840
Mastech Digital
MHH
$87.7M
$42.3K ﹤0.01%
5,543
+23
SUPV
3841
Grupo Supervielle
SUPV
$897M
$41.5K ﹤0.01%
8,393
-887
VRM icon
3842
Vroom Inc
VRM
$93.9M
$41K ﹤0.01%
1,516
-418
NAUT icon
3843
Nautilus Biotechnolgy
NAUT
$277M
$40.8K ﹤0.01%
48,254
-9,835
FINV
3844
FinVolution Group
FINV
$1.33B
$40.5K ﹤0.01%
5,497
-24,666
FTSL icon
3845
First Trust Senior Loan Fund ETF
FTSL
$2.34B
$40.4K ﹤0.01%
+882
VPU icon
3846
Vanguard Utilities ETF
VPU
$8B
$40.2K ﹤0.01%
+212
IHG icon
3847
InterContinental Hotels
IHG
$20.3B
$40K ﹤0.01%
330
ELVR
3848
Elevra Lithium Ltd
ELVR
$566M
$39.8K ﹤0.01%
+1,659
CV
3849
CapsoVision Inc
CV
$247M
$39.7K ﹤0.01%
+8,193
MYO icon
3850
Myomo
MYO
$32.2M
$39.6K ﹤0.01%
44,377
-13,221