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
VERI icon
3976
Veritone
VERI
$398M
$15K ﹤0.01%
11,535
-7,138
AMX icon
3977
America Movil
AMX
$70.6B
$14K ﹤0.01%
806
-942
CDRO icon
3978
Codere Online
CDRO
$257M
$14K ﹤0.01%
1,607
CVGI icon
3979
Commercial Vehicle Group
CVGI
$56.2M
$14K ﹤0.01%
8,299
-25,483
DEO icon
3980
Diageo
DEO
$52.5B
$14K ﹤0.01%
137
-96
GASS icon
3981
StealthGas
GASS
$252M
$14K ﹤0.01%
+2,169
GRWG icon
3982
GrowGeneration
GRWG
$99.3M
$14K ﹤0.01%
15,380
-41,043
HOWL icon
3983
Werewolf Therapeutics
HOWL
$45.5M
$14K ﹤0.01%
13,236
-32,125
VHT icon
3984
Vanguard Health Care ETF
VHT
$16.9B
$14K ﹤0.01%
55
WIT icon
3985
Wipro
WIT
$27.6B
$14K ﹤0.01%
4,535
-24,931
DWX icon
3986
SPDR S&P International Dividend ETF
DWX
$494M
$13K ﹤0.01%
300
LEGR icon
3987
First Trust Indxx Innovative Transaction & Process ETF
LEGR
$119M
$13K ﹤0.01%
250
PRT
3988
PermRock Royalty Trust Unit
PRT
$48.2M
$13K ﹤0.01%
3,221
SCOR icon
3989
Comscore
SCOR
$33.1M
$13K ﹤0.01%
2,795
SRTS icon
3990
Sensus Healthcare
SRTS
$70.9M
$13K ﹤0.01%
2,738
+869
UMAR icon
3991
Innovator US Equity Ultra Buffer ETF March
UMAR
$198M
$13K ﹤0.01%
+353
VAW icon
3992
Vanguard Materials ETF
VAW
$2.7B
$13K ﹤0.01%
65
EXOD
3993
Exodus Movement Inc
EXOD
$499M
$13K ﹤0.01%
+470
AHL
3994
Aspen Insurance
AHL
$3.38B
$13K ﹤0.01%
+401
DIBS icon
3995
1stdibs.com
DIBS
$174M
$12K ﹤0.01%
4,529
-20,809
KNOP icon
3996
KNOT Offshore Partners
KNOP
$342M
$12K ﹤0.01%
1,976
OPAD icon
3997
Offerpad Solutions
OPAD
$68.6M
$12K ﹤0.01%
12,810
-4,422
ZSPC
3998
zSpace Inc
ZSPC
$17.9M
$12K ﹤0.01%
3,684
+406
TTAN
3999
ServiceTitan Inc
TTAN
$8.29B
$12K ﹤0.01%
108
+76
CEE
4000
Central and Eastern Europe Fund
CEE
$100M
$11K ﹤0.01%
700