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
NOMD icon
4401
Nomad Foods
NOMD
$1.83B
-124
NOTE icon
4402
FiscalNote
NOTE
$23.4M
-6,693
NOTV icon
4403
Inotiv
NOTV
$18M
-6
NOVA
4404
DELISTED
Sunnova Energy
NOVA
$0 ﹤0.01%
3,916
-135,856
NUVB.WS icon
4405
Nuvation Bio Inc Warrants
NUVB.WS
$109M
$0 ﹤0.01%
1,638
PALI icon
4406
Palisade Bio
PALI
$370M
-6
PET
4407
DELISTED
Wag!
PET
-1,927
PGY icon
4408
Pagaya Technologies
PGY
$1.73B
-51,603
PHIO icon
4409
Phio Pharmaceuticals
PHIO
$11.4M
-5
PHX
4410
DELISTED
PHX Minerals
PHX
-1,976
PJUL icon
4411
Innovator US Equity Power Buffer ETF July
PJUL
$1.08B
-855
PJUN icon
4412
Innovator US Equity Power Buffer ETF June
PJUN
$710M
-1,235
PLCE icon
4413
Children's Place
PLCE
$88.7M
-2,927
PLG
4414
Platinum Group Metals
PLG
$293M
-2,900
PLYA
4415
DELISTED
Playa Hotels & Resorts
PLYA
-56,029
PPIH icon
4416
Perma-Pipe International
PPIH
$261M
-108
PPH icon
4417
VanEck Pharmaceutical ETF
PPH
$1.18B
-20
PROK icon
4418
ProKidney
PROK
$311M
$0 ﹤0.01%
1
-119,038
PRPL icon
4419
Purple Innovation
PRPL
$76.9M
$0 ﹤0.01%
2
-57,275
PRPH icon
4420
ProPhase Labs
PRPH
$1.88M
$0 ﹤0.01%
10
-1,247
PSTP icon
4421
Innovator Power Buffer Step-Up Strategy ETF
PSTP
$129M
$0 ﹤0.01%
3
-125
PSTV icon
4422
Plus Therapeutics
PSTV
$75.3M
$0 ﹤0.01%
102
-937
RDIB
4423
Reading International Class B
RDIB
$256M
-148
RDZN icon
4424
Roadzen
RDZN
$159M
$0 ﹤0.01%
2
-41,466
REKR icon
4425
Rekor Systems
REKR
$203M
-83,555