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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
CSWC icon
4351
Capital Southwest
CSWC
$1.45B
-97,739
CVAC
4352
DELISTED
CureVac
CVAC
-2,609
CWEB icon
4353
Direxion Daily CSI China Internet Index Bull 2X ETF
CWEB
$178M
-800
CX icon
4354
Cemex
CX
$17.9B
-10,961
CYBR
4355
DELISTED
CyberArk
CYBR
-520,287
DBJP icon
4356
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$669M
-730
DENN
4357
DELISTED
Denny's
DENN
-78,597
DJAN icon
4358
FT Vest US Equity Deep Buffer ETF January
DJAN
$466M
-4,604
DLHC icon
4359
DLH Holdings
DLHC
$79.7M
-2
DRMA icon
4360
Dermata Therapeutics
DRMA
$4.71M
-2,402
DVAX
4361
DELISTED
Dynavax Technologies
DVAX
-317,848
DWX icon
4362
State Street SPDR S&P International Dividend ETF
DWX
$502M
-300
EXAS
4363
DELISTED
Exact Sciences
EXAS
-191,743
FNGR icon
4364
FingerMotion
FNGR
$26.4M
-30,200
FNOV icon
4365
FT Vest US Equity Buffer ETF November
FNOV
$1.25B
-197
FONR
4366
DELISTED
Fonar
FONR
-1,294
FPAY
4367
DELISTED
FlexShopper
FPAY
-53
FRGE
4368
DELISTED
Forge Global Holdings
FRGE
-17,251
FSFG
4369
DELISTED
First Savings Financial Group
FSFG
-10,607
FYBR
4370
DELISTED
Frontier Communications
FYBR
-197,987
GBDC icon
4371
Golub Capital BDC
GBDC
$3.23B
-8,852
GBTC icon
4372
Grayscale Bitcoin Trust
GBTC
$8.9B
-2,950
GES
4373
DELISTED
Guess Inc
GES
-899,016
GGLL icon
4374
Direxion Daily GOOGL Bull 2X ETF
GGLL
$1.09B
-6,500
GINN icon
4375
Goldman Sachs Innovate Equity ETF
GINN
$206M
-5,362