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
SLSR
4251
Solaris Resources
SLSR
$1.16B
-1,999,200
ZONE
4252
CleanCore Solutions
ZONE
$3.26M
-86
BTOC
4253
Armlogi Holding Corp
BTOC
$24.4M
$0 ﹤0.01%
2
VRN
4254
DELISTED
Veren
VRN
-971,262
NAKA
4255
Kindly MD
NAKA
$275M
-144
SPMC
4256
Sound Point Meridian Capital
SPMC
-469
LSH
4257
Lakeside Holding Ltd
LSH
$18M
-157
ZJUL
4258
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$160M
-5,475
SDST
4259
Stardust Power Inc
SDST
$30.6M
-29
CMBT
4260
CMB.TECH NV
CMBT
$2.89B
-2,443
ADGM
4261
Adagio Medical Holdings
ADGM
$17.3M
-197
BSIIU
4262
DELISTED
Black Spade Acquisition II Co Unit
BSIIU
-2,059
RIME
4263
Algorhythm Holdings
RIME
$5.23M
-4,184
EONR
4264
EON Resources
EONR
$20.1M
-15,143
KLTOW
4265
Klotho Neurosciences Warrant
KLTOW
-100
INV
4266
Innventure Inc
INV
$214M
-24,658
ROLR
4267
High Roller Technologies
ROLR
$19.3M
-209
SNYR
4268
Synergy CHC Corp
SNYR
$22.2M
-88
LPBBW
4269
Launch Two Acquisition Corp Warrant
LPBBW
$5.26M
$0 ﹤0.01%
390
DMX
4270
DoubleLine Multi-Sector Income ETF
DMX
$52.4M
-100,000
RFIX
4271
Simplify Bond Bull ETF
RFIX
$122M
-60,000
LUCK
4272
Lucky Strike Entertainment
LUCK
$1.17B
$0 ﹤0.01%
4
-4,628
BZAI
4273
Blaize Holdings
BZAI
$274M
-59,500
DGNX
4274
Diginex Ltd
DGNX
$2.74B
-1,600
SKBL
4275
Skyline Builders Group
SKBL
$85.7M
-2,875