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
AXIA.PR
3851
AXIA Energia Preferred Shares
AXIA.PR
$28.1B
$39.5K ﹤0.01%
3,809
+3,009
AGEN
3852
Agenus
AGEN
$149M
$39.3K ﹤0.01%
10,220
+10,219
PPIH icon
3853
Perma-Pipe International
PPIH
$203M
$39.3K ﹤0.01%
+1,679
ZJUL
3854
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$146M
$39.2K ﹤0.01%
+1,364
FGBI icon
3855
First Guaranty Bancshares
FGBI
$76.4M
$39.1K ﹤0.01%
4,872
+1,844
CULP icon
3856
Culp
CULP
$49.8M
$39K ﹤0.01%
8,745
-483
URG
3857
Ur-Energy
URG
$470M
$39K ﹤0.01%
21,782
-12,800
IHAK icon
3858
iShares Cybersecurity and Tech ETF
IHAK
$865M
$38.8K ﹤0.01%
741
KEN icon
3859
Kenon Holdings
KEN
$2.97B
$38.8K ﹤0.01%
858
-2,954
PMVP icon
3860
PMV Pharmaceuticals
PMVP
$71.8M
$38.6K ﹤0.01%
27,536
-2,661
MERC icon
3861
Mercer International
MERC
$119M
$38.1K ﹤0.01%
13,215
SVM
3862
Silvercorp Metals
SVM
$1.5B
$37.8K ﹤0.01%
5,988
-38,901
DOCT icon
3863
FT Vest US Equity Deep Buffer ETF October
DOCT
$371M
$37.6K ﹤0.01%
871
-4,132
UBOT icon
3864
Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X Shares
UBOT
$29.7M
$37.5K ﹤0.01%
1,500
SIXP icon
3865
AllianzIM US Large Cap 6 Month Buffer10 Mar/Sep ETF
SIXP
$50.5M
$37.5K ﹤0.01%
1,218
-3,806
CINT icon
3866
CI&T Inc
CINT
$602M
$37.2K ﹤0.01%
7,228
SLN
3867
Silence Therapeutics
SLN
$300M
$37K ﹤0.01%
7,136
+101
PMI
3868
Picard Medical
PMI
$151M
$37K ﹤0.01%
+4,357
ALTO icon
3869
Alto Ingredients
ALTO
$189M
$37K ﹤0.01%
34,253
NDLS icon
3870
Noodles & Co
NDLS
$30.6M
$37K ﹤0.01%
58,169
FLYX icon
3871
flyExclusive
FLYX
$70.6M
$36.8K ﹤0.01%
+7,457
AMRN
3872
Amarin Corp
AMRN
$327M
$36.7K ﹤0.01%
2,242
+194
ARTV
3873
Artiva Biotherapeutics
ARTV
$82.7M
$36.4K ﹤0.01%
12,696
+10,790
ACRV icon
3874
Acrivon Therapeutics
ACRV
$73.2M
$36.1K ﹤0.01%
19,965
-960
GPRK icon
3875
GeoPark
GPRK
$393M
$36K ﹤0.01%
5,649
+906