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Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280B
AUM Growth
+$30.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,586
New
Increased
Reduced
Closed

Top Buys

1 +$42.5B
2 +$2.39B
3 +$1.17B
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.08B
5
JPM icon
JPMorgan Chase
JPM
+$808M

Top Sells

1 +$1.26B
2 +$843M
3 +$674M
4
GPN icon
Global Payments
GPN
+$623M
5
PLTR icon
Palantir
PLTR
+$577M

Sector Composition

1 Technology 26.94%
2 Financials 10.56%
3 Communication Services 8.22%
4 Consumer Discretionary 7.94%
5 Healthcare 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FEBT icon
4326
AllianzIM U.S. Equity Buffer10 Feb ETF
FEBT
$159M
-85
FJAN icon
4327
FT Vest US Equity Buffer ETF January
FJAN
$1.4B
-40
MBCN
4328
DELISTED
Middlefield Banc Corp
MBCN
-26,761
MGIC
4329
DELISTED
Magic Software Enterprises
MGIC
-133
REVG
4330
DELISTED
REV Group
REVG
-107,292
AFCG
4331
AFC Gamma
AFCG
$72.3M
-26,794
AFK icon
4332
VanEck Africa Index ETF
AFK
$98.3M
-165
AJAN icon
4333
Innovator Equity Defined Protection ETF - 2 Yr to January 2028
AJAN
$44.5M
-5,642
AKA icon
4334
a.k.a. Brands
AKA
$106M
-1
ALEX
4335
DELISTED
Alexander & Baldwin
ALEX
-143,786
AOR icon
4336
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.63B
-419,700
APLT
4337
DELISTED
Applied Therapeutics
APLT
-1
APLY icon
4338
YieldMax AAPL Option Income Strategy ETF
APLY
$114M
-3,175
APRT icon
4339
AllianzIM U.S. Equity Buffer10 Apr ETF
APRT
$47.8M
-3,581
ARCO icon
4340
Arcos Dorados Holdings
ARCO
$1.71B
-479
AREB
4341
DELISTED
American Rebel
AREB
$0 ﹤0.01%
+1
ATNM icon
4342
Actinium Pharmaceuticals
ATNM
$29.8M
-1
ATXS
4343
DELISTED
Astria Therapeutics
ATXS
-100,427
AVDL
4344
DELISTED
Avadel Pharmaceuticals
AVDL
-148,858
BAER icon
4345
Bridger Aerospace
BAER
$95.7M
-1
BBDC icon
4346
Barings BDC
BBDC
$852M
-18,000
BBU
4347
DELISTED
Brookfield Business Partners
BBU
-16,751
BCS icon
4348
Barclays
BCS
$92.1B
-15,000
BFEB icon
4349
Innovator US Equity Buffer ETF February
BFEB
$252M
-247
CRVO icon
4350
CervoMed
CRVO
$31M
-1