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
IMRX icon
3876
Immuneering
IMRX
$391M
$33K ﹤0.01%
9,924
IREN icon
3877
Iris Energy
IREN
$13.2B
$33K ﹤0.01%
+2,303
SCLX icon
3878
Scilex Holding
SCLX
$135M
$33K ﹤0.01%
5,584
-1
UBOT icon
3879
Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X Shares
UBOT
$31.1M
$33K ﹤0.01%
1,500
+500
VFH icon
3880
Vanguard Financials ETF
VFH
$12.6B
$33K ﹤0.01%
260
-376
VYM icon
3881
Vanguard High Dividend Yield ETF
VYM
$65.3B
$33K ﹤0.01%
248
CRBN icon
3882
iShares MSCI ACWI Low Carbon Target ETF
CRBN
$1.04B
$32K ﹤0.01%
152
ESEA icon
3883
Euroseas
ESEA
$416M
$32K ﹤0.01%
725
PMVP icon
3884
PMV Pharmaceuticals
PMVP
$74.2M
$32K ﹤0.01%
30,197
VBNK
3885
VersaBank
VBNK
$379M
$32K ﹤0.01%
2,783
XT icon
3886
iShares Future Exponential Technologies ETF
XT
$3.78B
$32K ﹤0.01%
492
GPRK icon
3887
GeoPark
GPRK
$406M
$31K ﹤0.01%
4,743
-8,559
HEWJ icon
3888
iShares Currency Hedged MSCI Japan ETF
HEWJ
$432M
$31K ﹤0.01%
681
NXTC icon
3889
NextCure
NXTC
$26.1M
$31K ﹤0.01%
5,627
RPV icon
3890
Invesco S&P 500 Pure Value ETF
RPV
$1.38B
$31K ﹤0.01%
330
SEPW icon
3891
AllianzIM U.S. Large Cap Buffer20 Sep ETF
SEPW
$295M
$31K ﹤0.01%
1,040
+866
SMIN icon
3892
iShares MSCI India Small-Cap ETF
SMIN
$920M
$31K ﹤0.01%
400
TCRX icon
3893
TScan Therapeutics
TCRX
$64.1M
$31K ﹤0.01%
21,178
-40,672
UHAL icon
3894
U-Haul Holding Co
UHAL
$9.76B
$31K ﹤0.01%
512
-1,469
LPCN icon
3895
Lipocine
LPCN
$15.7M
$30K ﹤0.01%
+9,412
LXRX icon
3896
Lexicon Pharmaceuticals
LXRX
$527M
$30K ﹤0.01%
32,270
-113,801
ORMP icon
3897
Oramed Pharmaceuticals
ORMP
$94.4M
$30K ﹤0.01%
13,198
SPCE icon
3898
Virgin Galactic
SPCE
$210M
$30K ﹤0.01%
11,185
-37,386
SPYV icon
3899
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$29.2B
$30K ﹤0.01%
580
ICLN icon
3900
iShares Global Clean Energy ETF
ICLN
$1.85B
$29K ﹤0.01%
2,175
-1,814