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
GEOS icon
4351
Geospace Technologies
GEOS
$223M
$0 ﹤0.01%
1
-12,279
GFR icon
4352
Greenfire Resources
GFR
$582M
-1,430
GGB icon
4353
Gerdau
GGB
$7.41B
-90,858
GLP icon
4354
Global Partners
GLP
$1.44B
-66
GLTO icon
4355
Galecto
GLTO
$54.5M
$0 ﹤0.01%
100
-33
GNSS icon
4356
Genasys
GNSS
$100M
-30,662
GOTU icon
4357
Gaotu Techedu
GOTU
$566M
-202,600
GRN icon
4358
iPath Series B Carbon Exchange-Traded Notes
GRN
$24.9M
-400,000
GRRR
4359
Gorilla Technology Group
GRRR
$254M
-61,800
GSIT icon
4360
GSI Technology
GSIT
$243M
-556
GWAV icon
4361
Greenwave Technology Solutions
GWAV
$4.84M
0
GXAI
4362
Gaxos.ai
GXAI
$7.55M
-3
HBIO icon
4363
Harvard Bioscience
HBIO
$31.3M
$0 ﹤0.01%
892
-40,870
HEES
4364
DELISTED
H&E Equipment Services
HEES
-53,593
IGSB icon
4365
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.7B
$0 ﹤0.01%
1
IMMP
4366
Immutep
IMMP
$461M
$0 ﹤0.01%
16
IMUX icon
4367
Immunic
IMUX
$62.7M
$0 ﹤0.01%
123
-56,164
INO icon
4368
Inovio Pharmaceuticals
INO
$119M
$0 ﹤0.01%
82
-36,327
ISSC icon
4369
Innovative Solutions & Support
ISSC
$344M
-183
IWD icon
4370
iShares Russell 1000 Value ETF
IWD
$70.3B
-75,263
JAAA icon
4371
Janus Henderson AAA CLO ETF
JAAA
$24.3B
-1,464
JBBB icon
4372
Janus Henderson B-BBB CLO ETF
JBBB
$1.19B
-70,018
JOB icon
4373
GEE Group
JOB
$21.3M
-3
JSPR icon
4374
Jasper Therapeutics
JSPR
$49.3M
$0 ﹤0.01%
1
-17,959
JUNW icon
4375
AllianzIM U.S. Equity Buffer20 Jun ETF
JUNW
$64.3M
$0 ﹤0.01%
10
-1,619