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
OST icon
4101
Ostin Technology Group
OST
$3K ﹤0.01%
+844
PETWW
4102
DELISTED
Wag! Group Co Warrant
PETWW
$3K ﹤0.01%
170,301
QRHC icon
4103
Quest Resource Holding
QRHC
$31.5M
$3K ﹤0.01%
1,403
-17,842
WLKP icon
4104
Westlake Chemical Partners
WLKP
$662M
$3K ﹤0.01%
+122
LPAAU
4105
Launch One Acquisition Corp Unit
LPAAU
$3K ﹤0.01%
344
ARTV
4106
Artiva Biotherapeutics
ARTV
$82.8M
$3K ﹤0.01%
1,906
-20,847
BMGL
4107
Basel Medical
BMGL
$23.7M
$3K ﹤0.01%
+1,560
DM
4108
DELISTED
Desktop Metal, Inc.
DM
$3K ﹤0.01%
666
-609
AKYA
4109
DELISTED
Akoya BioSciences
AKYA
$2K ﹤0.01%
1,412
-28,826
APT icon
4110
Alpha Pro Tech
APT
$45M
$2K ﹤0.01%
426
BRLT icon
4111
Brilliant Earth
BRLT
$32.8M
$2K ﹤0.01%
1,515
DB icon
4112
Deutsche Bank
DB
$73B
$2K ﹤0.01%
+58
DTIL icon
4113
Precision BioSciences
DTIL
$77.6M
$2K ﹤0.01%
384
EUFN icon
4114
iShares MSCI Europe Financials ETF
EUFN
$4.6B
$2K ﹤0.01%
+79
FARM icon
4115
Farmer Brothers
FARM
$32M
$2K ﹤0.01%
1,786
GILT icon
4116
Gilat Satellite Networks
GILT
$787M
$2K ﹤0.01%
247
GWH icon
4117
ESS Tech
GWH
$83.4M
$2K ﹤0.01%
1,670
HYMB icon
4118
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.74B
$2K ﹤0.01%
+100
IRS
4119
IRSA Inversiones y Representaciones
IRS
$1.21B
$2K ﹤0.01%
148
LNZA icon
4120
LanzaTech
LNZA
$40M
$2K ﹤0.01%
82
-1,220
NCSM icon
4121
NCS Multistage Holdings
NCSM
$94.3M
$2K ﹤0.01%
+82
OBIO icon
4122
Orchestra BioMed
OBIO
$236M
$2K ﹤0.01%
874
-24,735
PASG icon
4123
Passage Bio
PASG
$27.1M
$2K ﹤0.01%
211
PSNYW icon
4124
Polestar Automotive Holding ADS Class C-1
PSNYW
$485M
$2K ﹤0.01%
15,622
RDNW
4125
RideNow Group
RDNW
$209M
$2K ﹤0.01%
828
-16,488