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
VOR icon
4226
Vor Biopharma
VOR
$291M
-4,987
VPU icon
4227
Vanguard Utilities ETF
VPU
$7.81B
-3,560
VRCA icon
4228
Verrica Pharmaceuticals
VRCA
$125M
$0 ﹤0.01%
2
-4,436
VRME icon
4229
VerifyMe
VRME
$7.71M
-4,135
VTGN icon
4230
VistaGen Therapeutics
VTGN
$26.9M
$0 ﹤0.01%
1
VTSI icon
4231
VirTra
VTSI
$48.6M
$0 ﹤0.01%
2
-14,146
VVOS icon
4232
Vivos Therapeutics
VVOS
$18.2M
-1
WATT icon
4233
Energous
WATT
$8.94M
-1
WDS icon
4234
Woodside Energy
WDS
$29.8B
-70,380
WFC.PRL icon
4235
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.81B
-1,204
ZNTL icon
4236
Zentalis Pharmaceuticals
ZNTL
$96.8M
$0 ﹤0.01%
1
-59,615
ZURA icon
4237
Zura Bio
ZURA
$348M
$0 ﹤0.01%
2
-55,757
XTKG icon
4238
X3 Holdings Co
XTKG
$38.1M
$0 ﹤0.01%
26
FBLG icon
4239
FibroBiologics
FBLG
$16M
$0 ﹤0.01%
1
-29,711
ANRO icon
4240
Alto Neuroscience
ANRO
$572M
$0 ﹤0.01%
1
-22,507
DFVE icon
4241
DoubleLine Fortune 500 Equal Weight ETF
DFVE
$21.3M
-60,000
GUTS icon
4242
Fractyl Health
GUTS
$325M
-35,907
STI icon
4243
Solidion Technology
STI
$53.1M
-1,086
MGX icon
4244
Metagenomi
MGX
$60.1M
$0 ﹤0.01%
3
-28,845
UMAC icon
4245
Unusual Machines
UMAC
$438M
$0 ﹤0.01%
+11
CERO
4246
DELISTED
CERo Therapeutics
CERO
-5
PTHS
4247
Pelthos Therapeutics
PTHS
$84M
-5
MSTY icon
4248
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.47B
-295
SMXT icon
4249
Solarmax Technology
SMXT
$43.2M
$0 ﹤0.01%
1
-31,453
NITO icon
4250
N2OFF
NITO
$4.04M
-12