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
APRW icon
4076
AllianzIM U.S. Equity Buffer20 Apr ETF
APRW
$169M
$4K ﹤0.01%
121
-3,474
ATNM icon
4077
Actinium Pharmaceuticals
ATNM
$44M
$4K ﹤0.01%
2,508
-37,363
CRBP icon
4078
Corbus Pharmaceuticals
CRBP
$141M
$4K ﹤0.01%
591
-11,879
CUE icon
4079
Cue Biopharma
CUE
$27.6M
$4K ﹤0.01%
6,029
UP icon
4080
Wheels Up
UP
$450M
$4K ﹤0.01%
3,614
-93,778
TELO icon
4081
Telomir Pharmaceuticals
TELO
$46.1M
$4K ﹤0.01%
3,017
-17,322
ACHV icon
4082
Achieve Life Sciences
ACHV
$250M
$4K ﹤0.01%
1,716
-34,585
ALXO icon
4083
ALX Oncology
ALXO
$64.5M
$4K ﹤0.01%
10,567
-37,462
DMLP icon
4084
Dorchester Minerals
DMLP
$1.06B
$4K ﹤0.01%
+141
DVYA icon
4085
iShares Asia/Pacific Dividend ETF
DVYA
$58.1M
$4K ﹤0.01%
98
GBIO icon
4086
Generation Bio
GBIO
$37.7M
$4K ﹤0.01%
1,148
-4,967
CBIO
4087
Crescent Biopharma
CBIO
$195M
$4K ﹤0.01%
286
+285
PEPG icon
4088
PepGen
PEPG
$441M
$4K ﹤0.01%
3,704
-18,339
APLT icon
4089
Applied Therapeutics
APLT
$14M
$3K ﹤0.01%
11,103
-117,981
BHK icon
4090
BlackRock Core Bond Trust
BHK
$695M
$3K ﹤0.01%
+346
BIP icon
4091
Brookfield Infrastructure Partners
BIP
$16.2B
$3K ﹤0.01%
99
-8
CRVO icon
4092
CervoMed
CRVO
$73.8M
$3K ﹤0.01%
417
-5,464
DVYE icon
4093
iShares Emerging Markets Dividend ETF
DVYE
$1.02B
$3K ﹤0.01%
93
EMO
4094
ClearBridge Energy Midstream Opportunity Fund
EMO
$827M
$3K ﹤0.01%
57
+25
GAU
4095
Galiano Gold
GAU
$673M
$3K ﹤0.01%
2,500
OST icon
4096
Ostin Technology Group
OST
$3K ﹤0.01%
+844
PETWW
4097
DELISTED
Wag! Group Co Warrant
PETWW
$3K ﹤0.01%
170,301
QRHC icon
4098
Quest Resource Holding
QRHC
$41.3M
$3K ﹤0.01%
1,403
-17,842
WLKP icon
4099
Westlake Chemical Partners
WLKP
$656M
$3K ﹤0.01%
+122
LPAAU
4100
Launch One Acquisition Corp Unit
LPAAU
$3K ﹤0.01%
344