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
ESEA icon
3876
Euroseas
ESEA
$410M
$35.8K ﹤0.01%
600
-125
CRESY
3877
Cresud
CRESY
$714M
$35.6K ﹤0.01%
3,866
XT icon
3878
iShares Future Exponential Technologies ETF
XT
$3.62B
$35.4K ﹤0.01%
492
VYM icon
3879
Vanguard High Dividend Yield ETF
VYM
$67.2B
$35K ﹤0.01%
248
ORMP icon
3880
Oramed Pharmaceuticals
ORMP
$115M
$34.8K ﹤0.01%
13,198
TCRX icon
3881
TScan Therapeutics
TCRX
$56.2M
$34.7K ﹤0.01%
19,077
-2,101
SBC
3882
SBC Medical Group
SBC
$356M
$34.5K ﹤0.01%
7,948
-1,638
CRBN icon
3883
iShares MSCI ACWI Low Carbon Target ETF
CRBN
$982M
$34.5K ﹤0.01%
152
SII
3884
Sprott
SII
$2.26B
$34.4K ﹤0.01%
414
-4,103
HYMC icon
3885
Hycroft Mining Holding Corp
HYMC
$808M
$33.6K ﹤0.01%
+5,417
AMX icon
3886
America Movil
AMX
$69.8B
$33.6K ﹤0.01%
1,598
+792
HEWJ icon
3887
iShares Currency Hedged MSCI Japan ETF
HEWJ
$507M
$33.5K ﹤0.01%
681
LOMA
3888
Loma Negra
LOMA
$1.32B
$33.5K ﹤0.01%
+4,545
NXTC icon
3889
NextCure
NXTC
$47.3M
$33K ﹤0.01%
5,626
-1
RPV icon
3890
Invesco S&P 500 Pure Value ETF
RPV
$1.4B
$32.8K ﹤0.01%
330
UBS icon
3891
UBS Group
UBS
$117B
$32.7K ﹤0.01%
798
-1,021
TEO icon
3892
Telecom Argentina
TEO
$5.04B
$32.7K ﹤0.01%
4,500
MNR icon
3893
Mach Natural Resources
MNR
$1.94B
$32.7K ﹤0.01%
2,480
-718
BRC icon
3894
Brady Corp
BRC
$3.72B
$32.6K ﹤0.01%
418
-8,939
HMC icon
3895
Honda
HMC
$38.9B
$32.5K ﹤0.01%
1,055
-91,815
IMA
3896
ImageneBio Inc
IMA
$77.3M
$32.5K ﹤0.01%
3,987
-1,528
KB icon
3897
KB Financial Group
KB
$30.4B
$32.3K ﹤0.01%
390
-4,480
SPYV icon
3898
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$30.7B
$32.1K ﹤0.01%
580
ARL icon
3899
American Realty Investors
ARL
$249M
$31.3K ﹤0.01%
1,871
-425
TWIN icon
3900
Twin Disc
TWIN
$214M
$31K ﹤0.01%
2,225
+2,222