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
ITRN icon
4126
Ituran Location and Control
ITRN
$811M
$1.72K ﹤0.01%
48
-5,322
OKUR
4127
OnKure Therapeutics
OKUR
$37.3M
$1.71K ﹤0.01%
621
-375
PASG icon
4128
Passage Bio
PASG
$27.2M
$1.7K ﹤0.01%
212
+1
EWU icon
4129
iShares MSCI United Kingdom ETF
EWU
$2.71B
$1.68K ﹤0.01%
40
-5,068
SYM icon
4130
Symbotic
SYM
$8.6B
$1.67K ﹤0.01%
31
-9,934
QTTB icon
4131
Q32 Bio
QTTB
$25M
$1.63K ﹤0.01%
822
-231
GLIBA
4132
GCI Liberty Inc Series A
GLIBA
$1.05B
$1.61K ﹤0.01%
+43
KCHVU
4133
Kochav Defense Acquisition Corp Units
KCHVU
$1.59K ﹤0.01%
+155
MRSN icon
4134
Mersana Therapeutics
MRSN
$137M
$1.54K ﹤0.01%
198
-193
NTHI
4135
NeOnc Technologies
NTHI
$143M
$1.53K ﹤0.01%
+169
PLBY icon
4136
Playboy Inc
PLBY
$198M
$1.38K ﹤0.01%
+941
EWL icon
4137
iShares MSCI Switzerland ETF
EWL
$1.44B
$1.33K ﹤0.01%
24
-3,800
GHI icon
4138
Greystone Housing Impact Investors LP
GHI
$153M
$1.32K ﹤0.01%
128
+71
MAYW icon
4139
AllianzIM U.S. Large Cap Buffer20 May ETF
MAYW
$67.2M
$1.32K ﹤0.01%
+40
ASTL icon
4140
Algoma Steel
ASTL
$361M
$1.31K ﹤0.01%
369
-18,031
SZZLU
4141
Sizzle Acquisition Corp II Unit
SZZLU
$1.29K ﹤0.01%
126
KLXE icon
4142
KLX Energy Services
KLXE
$28.5M
$1.28K ﹤0.01%
667
RSKD icon
4143
Riskified
RSKD
$758M
$1.21K ﹤0.01%
259
-16,564
SMWB icon
4144
Similarweb
SMWB
$661M
$1.14K ﹤0.01%
122
-9,017
YDES
4145
YD Bio Ltd
YDES
$623M
$1.13K ﹤0.01%
+58
CAPL icon
4146
CrossAmerica Partners
CAPL
$781M
$1.09K ﹤0.01%
52
-6
MOGO
4147
Mogo
MOGO
$28.8M
$1.09K ﹤0.01%
+600
IRBT icon
4148
iRobot
IRBT
$48.7M
$1.04K ﹤0.01%
291
-11,634
DLO icon
4149
dLocal
DLO
$3.81B
$1.01K ﹤0.01%
+71
ANEB icon
4150
Anebulo Pharmaceuticals
ANEB
$97.2M
$998 ﹤0.01%
+399