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
SONM icon
4176
Sonim Technologies
SONM
$4.09M
$0 ﹤0.01%
+6
SPAB icon
4177
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.21B
$0 ﹤0.01%
1
SPLB icon
4178
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.11B
$0 ﹤0.01%
1
SPSB icon
4179
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.43B
$0 ﹤0.01%
1
XFOR icon
4180
X4 Pharmaceuticals
XFOR
$364M
-6,169
XPON icon
4181
Expion360
XPON
$6.97M
-43
YRD
4182
Yiren Digital
YRD
$322M
-17,800
ZJUL
4183
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$142M
-5,475
SASR
4184
DELISTED
Sandy Spring Bancorp Inc
SASR
-113,072
VBFC
4185
DELISTED
Village Bank and Trust Financial Corp.
VBFC
-20
NKLA
4186
DELISTED
Nikola Corporation Common Stock
NKLA
-11
SERA icon
4187
Sera Prognostics
SERA
$112M
$0 ﹤0.01%
2
-31,078
SES icon
4188
SES AI
SES
$653M
$0 ﹤0.01%
1
-160,387
SGMO icon
4189
Sangamo Therapeutics
SGMO
$144M
$0 ﹤0.01%
1
SONN
4190
DELISTED
Sonnet BioTherapeutics
SONN
-17
SOPA icon
4191
Society Pass
SOPA
$19.8M
-12
SPWH icon
4192
Sportsman's Warehouse
SPWH
$54.3M
-1,320
SPXT icon
4193
ProShares S&P 500 ex-Technology ETF
SPXT
$239M
-80,000
SRS icon
4194
ProShares UltraShort Real Estate
SRS
$22.8M
-1
SSL icon
4195
Sasol
SSL
$4.18B
-9,900
STHO icon
4196
Star Holdings Shares of Beneficial Interest
STHO
$104M
$0 ﹤0.01%
1
-13,027
STR
4197
DELISTED
Sitio Royalties
STR
-98,762
SWVLW icon
4198
Swvl Holdings Corp Warrant
SWVLW
$0 ﹤0.01%
238
TAYD icon
4199
Taylor Devices
TAYD
$198M
$0 ﹤0.01%
1
-3,150
TBX icon
4200
ProShares Short 7-10 Year Treasury
TBX
$13.8M
-8,186