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
SERA icon
3901
Sera Prognostics
SERA
$130M
$30.6K ﹤0.01%
9,996
+9,994
RFG icon
3902
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$291M
$30.6K ﹤0.01%
600
USGO icon
3903
US GoldMining
USGO
$125M
$30.5K ﹤0.01%
2,372
-1,035
TMC icon
3904
TMC The Metals Company
TMC
$2.25B
$30.3K ﹤0.01%
4,763
-57,500
SCHA icon
3905
Schwab U.S Small- Cap ETF
SCHA
$19.1B
$29.9K ﹤0.01%
1,072
FLAO icon
3906
AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF
FLAO
$11.3M
$29.8K ﹤0.01%
+1,066
RAIL icon
3907
FreightCar America
RAIL
$149M
$29.3K ﹤0.01%
+2,993
BIRK icon
3908
Birkenstock
BIRK
$7.49B
$28.8K ﹤0.01%
636
-68,928
SMIN icon
3909
iShares MSCI India Small-Cap ETF
SMIN
$836M
$28.7K ﹤0.01%
400
FNWB icon
3910
First Northwest Bancorp
FNWB
$86.9M
$28.3K ﹤0.01%
3,591
+64
BQ
3911
Boqii Holding Ltd
BQ
$6.15M
$28.3K ﹤0.01%
2,925
-196
AGRO icon
3912
Adecoagro
AGRO
$786M
$27.7K ﹤0.01%
3,532
-1,267
DWAS icon
3913
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$736M
$27.6K ﹤0.01%
300
MCRB icon
3914
Seres Therapeutics
MCRB
$154M
$27.1K ﹤0.01%
+1,408
KPTI icon
3915
Karyopharm Therapeutics
KPTI
$92.9M
$26.9K ﹤0.01%
4,109
-1,224
LPCN icon
3916
Lipocine
LPCN
$18.2M
$26.8K ﹤0.01%
9,412
VBNK
3917
VersaBank
VBNK
$374M
$26.7K ﹤0.01%
2,190
-593
PPLT icon
3918
abrdn Physical Platinum Shares ETF
PPLT
$1.88B
$26.7K ﹤0.01%
187
-132,963
HOWL icon
3919
Werewolf Therapeutics
HOWL
$44.2M
$26.2K ﹤0.01%
13,275
+39
DJT icon
3920
Trump Media & Technology Group
DJT
$3.01B
$26K ﹤0.01%
1,581
-38,337
VFH icon
3921
Vanguard Financials ETF
VFH
$12.9B
$25.7K ﹤0.01%
196
-64
TAK icon
3922
Takeda Pharmaceutical
TAK
$45.8B
$25.6K ﹤0.01%
1,749
+172
CSTE icon
3923
Caesarstone
CSTE
$40.1M
$25.3K ﹤0.01%
15,932
-3,106
BAUG icon
3924
Innovator US Equity Buffer ETF August
BAUG
$217M
$25.3K ﹤0.01%
516
-3,090
ZLAB icon
3925
Zai Lab
ZLAB
$2.2B
$24.9K ﹤0.01%
735
-6,803