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
STTK icon
4126
Shattuck Labs
STTK
$116M
$2K ﹤0.01%
2,114
-48,771
TLYS icon
4127
Tilly's
TLYS
$40.8M
$2K ﹤0.01%
1,772
-14,635
UFEB icon
4128
Innovator US Equity Ultra Buffer ETF February
UFEB
$182M
$2K ﹤0.01%
+59
LJUL
4129
Innovator Premium Income 15 Buffer ETF - July
LJUL
$7.18M
$2K ﹤0.01%
84
QMMM
4130
QMMM Holdings
QMMM
$2K ﹤0.01%
1,586
OKUR
4131
OnKure Therapeutics
OKUR
$42.5M
$2K ﹤0.01%
996
-5,769
IRD
4132
Opus Genetics
IRD
$120M
$2K ﹤0.01%
1,900
EHLD
4133
Euroholdings Ltd
EHLD
$19.9M
$2K ﹤0.01%
290
LIMN
4134
Liminatus Pharma
LIMN
$29M
$2K ﹤0.01%
+184
ADAP
4135
DELISTED
Adaptimmune Therapeutics
ADAP
$1K ﹤0.01%
2,534
-47,534
ASPS icon
4136
Altisource Portfolio Solutions
ASPS
$105M
$1K ﹤0.01%
+157
BITO icon
4137
ProShares Bitcoin Strategy ETF
BITO
$2.18B
$1K ﹤0.01%
33
-37
BRAG
4138
Bragg Gaming Group
BRAG
$62.1M
$1K ﹤0.01%
200
CAPL icon
4139
CrossAmerica Partners
CAPL
$797M
$1K ﹤0.01%
+58
EBON icon
4140
Ebang International Holdings
EBON
$24.7M
$1K ﹤0.01%
161
EPIX
4141
DELISTED
ESSA Pharma
EPIX
$1K ﹤0.01%
355
EQNR icon
4142
Equinor
EQNR
$61.3B
$1K ﹤0.01%
+20
ESGU icon
4143
iShares ESG Aware MSCI USA ETF
ESGU
$15.1B
$1K ﹤0.01%
8
GHI icon
4144
Greystone Housing Impact Investors LP
GHI
$163M
$1K ﹤0.01%
57
+48
HLVX
4145
DELISTED
HilleVax
HLVX
$1K ﹤0.01%
449
-31,670
IPHA
4146
Innate Pharma
IPHA
$168M
$1K ﹤0.01%
307
JFIN
4147
Jiayin Group
JFIN
$474M
$1K ﹤0.01%
48
-271,077
KLXE icon
4148
KLX Energy Services
KLXE
$29.3M
$1K ﹤0.01%
667
-54
LU icon
4149
Lufax Holding
LU
$2.37B
$1K ﹤0.01%
450
NA
4150
Nano Labs
NA
$97.8M
$1K ﹤0.01%
76