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
QUAL icon
3976
iShares MSCI USA Quality Factor ETF
QUAL
$47.7B
$14.4K ﹤0.01%
74
-462
DKL icon
3977
Delek Logistics
DKL
$2.4B
$14.2K ﹤0.01%
312
-53,035
RYET
3978
Ruanyun Edai Technology Inc
RYET
$30.1M
$14.2K ﹤0.01%
+10,000
EUAD
3979
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.03B
$14.1K ﹤0.01%
300
-2,000
LEGR icon
3980
First Trust Indxx Innovative Transaction & Process ETF
LEGR
$120M
$14.1K ﹤0.01%
250
SGA icon
3981
Saga Communications
SGA
$77.2M
$14K ﹤0.01%
1,129
ESP icon
3982
Espey Mfg & Electronics Corp
ESP
$110M
$14K ﹤0.01%
+353
EVTL icon
3983
Vertical Aerospace
EVTL
$423M
$13.9K ﹤0.01%
2,673
-527
FSI icon
3984
Flexible Solutions
FSI
$88.8M
$13.3K ﹤0.01%
+1,378
VDC icon
3985
Vanguard Consumer Staples ETF
VDC
$7.2B
$13.3K ﹤0.01%
62
-21
DUOT icon
3986
Duos Technologies
DUOT
$196M
$13.1K ﹤0.01%
+1,786
PHGE icon
3987
BiomX
PHGE
$168M
$13.1K ﹤0.01%
25,000
AUTL
3988
Autolus Therapeutics
AUTL
$370M
$12.8K ﹤0.01%
7,883
-7,917
PRT
3989
PermRock Royalty Trust Unit
PRT
$47.4M
$12.8K ﹤0.01%
3,221
DWX icon
3990
SPDR S&P International Dividend ETF
DWX
$492M
$12.8K ﹤0.01%
300
PRLD icon
3991
Prelude Therapeutics
PRLD
$100M
$12.5K ﹤0.01%
8,712
+110
SKLZ icon
3992
Skillz
SKLZ
$81M
$12.5K ﹤0.01%
+1,564
AC
3993
DELISTED
Associated Capital Group
AC
$12.5K ﹤0.01%
372
+120
FBRX icon
3994
Forte Biosciences
FBRX
$239M
$12.3K ﹤0.01%
+820
LMTL
3995
Direxion Daily LMT Bull 2X ETF
LMTL
$4.06M
$11.8K ﹤0.01%
+350
ERO icon
3996
Ero Copper
ERO
$2.39B
$11.3K ﹤0.01%
559
-39,086
ADUR
3997
Aduro Clean Technologies
ADUR
$386M
$11.3K ﹤0.01%
843
EWG icon
3998
iShares MSCI Germany ETF
EWG
$1.76B
$11.1K ﹤0.01%
266
-212
ULBI icon
3999
Ultralife
ULBI
$93.9M
$10.8K ﹤0.01%
1,582
+1,580
CEE
4000
Central and Eastern Europe Fund
CEE
$105M
$10.8K ﹤0.01%
700