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
AMWL icon
3851
American Well
AMWL
$75M
$39K ﹤0.01%
4,348
IHAK icon
3852
iShares Cybersecurity and Tech ETF
IHAK
$837M
$39K ﹤0.01%
741
-1,200
MESO
3853
Mesoblast
MESO
$2.43B
$39K ﹤0.01%
3,571
+1,014
MHH icon
3854
Mastech Digital
MHH
$81.3M
$39K ﹤0.01%
5,520
-81
DTCR icon
3855
Global X Data Center & Digital Infrastructure ETF
DTCR
$738M
$39K ﹤0.01%
2,100
CHT icon
3856
Chunghwa Telecom
CHT
$32.4B
$38K ﹤0.01%
+818
IHG icon
3857
InterContinental Hotels
IHG
$21.3B
$38K ﹤0.01%
+330
IRBT
3858
DELISTED
iRobot
IRBT
$38K ﹤0.01%
11,925
-34,396
SMRT icon
3859
SmartRent
SMRT
$382M
$38K ﹤0.01%
37,766
-145,480
UAPR icon
3860
Innovator US Equity Ultra Buffer ETF April
UAPR
$152M
$38K ﹤0.01%
1,216
-4,040
CSTE icon
3861
Caesarstone
CSTE
$61.9M
$37K ﹤0.01%
19,038
-17,819
HCM icon
3862
HUTCHMED
HCM
$2.3B
$37K ﹤0.01%
2,442
-4,067
CLYM
3863
Climb Bio
CLYM
$192M
$37K ﹤0.01%
29,377
-29,353
AUTL
3864
Autolus Therapeutics
AUTL
$524M
$36K ﹤0.01%
15,800
+732
CULP icon
3865
Culp
CULP
$44.7M
$36K ﹤0.01%
9,228
URG
3866
Ur-Energy
URG
$512M
$36K ﹤0.01%
34,582
-369,144
XGN icon
3867
Exagen
XGN
$136M
$36K ﹤0.01%
5,145
ABOS icon
3868
Acumen Pharmaceuticals
ABOS
$121M
$35K ﹤0.01%
29,991
-42,274
GJUN icon
3869
FT Vest US Equity Moderate Buffer ETF June
GJUN
$337M
$35K ﹤0.01%
933
-4,749
AMRN
3870
Amarin Corp
AMRN
$292M
$34K ﹤0.01%
2,048
+72
BDEC icon
3871
Innovator US Equity Buffer ETF December
BDEC
$240M
$34K ﹤0.01%
761
-331
HOFT icon
3872
Hooker Furnishings Corp
HOFT
$120M
$34K ﹤0.01%
3,256
-8,498
JAJL
3873
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$234M
$34K ﹤0.01%
+1,201
ARAI
3874
Arrive AI Inc
ARAI
$102M
$34K ﹤0.01%
+2,927
ARL icon
3875
American Realty Investors
ARL
$270M
$33K ﹤0.01%
2,296
+788