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
SOPA icon
4426
Society Pass
SOPA
$10.3M
-12
SPAB icon
4427
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$8.63B
$0 ﹤0.01%
1
SPLB icon
4428
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$897M
$0 ﹤0.01%
1
SPSB icon
4429
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.91B
$0 ﹤0.01%
1
SPWH icon
4430
Sportsman's Warehouse
SPWH
$78M
-1,320
SPXT icon
4431
ProShares S&P 500 ex-Technology ETF
SPXT
$219M
-80,000
SRS icon
4432
ProShares UltraShort Real Estate
SRS
$23.1M
-1
SSL icon
4433
Sasol
SSL
$4.35B
-9,900
STHO icon
4434
Star Holdings Shares of Beneficial Interest
STHO
$97.7M
$0 ﹤0.01%
1
-13,027
STR
4435
DELISTED
Sitio Royalties
STR
-98,762
SWVLW icon
4436
Swvl Holdings Corp Warrant
SWVLW
$194K
$0 ﹤0.01%
238
TAYD icon
4437
Taylor Devices
TAYD
$142M
$0 ﹤0.01%
1
-3,150
TBX icon
4438
ProShares Short 7-10 Year Treasury
TBX
$13.3M
-8,186
BYSI icon
4439
BeyondSpring
BYSI
$83.1M
-4
CTNT icon
4440
Cheetah Net Supply Chain Service
CTNT
$4.21M
-301
LANV.WS icon
4441
Lanvin Group Holdings Warrants
LANV.WS
$2.69M
$0 ﹤0.01%
500
LEE icon
4442
Lee Enterprises
LEE
$28.8M
-123
ADAG
4443
Adagene
ADAG
$84.8M
-122,516
ADVM icon
4444
Adverum Biotechnologies
ADVM
$93.7M
-29,510
AEI icon
4445
Alset
AEI
$101M
-5
AERT
4446
Aeries Technology
AERT
$30.6M
-490
AFBI icon
4447
Affinity Bancshares
AFBI
$119M
-47
AFMD
4448
DELISTED
Affimed
AFMD
$0 ﹤0.01%
863
-6,653
AGEN
4449
Agenus
AGEN
$147M
$0 ﹤0.01%
1
-26,301
AGM.A icon
4450
Federal Agricultural Mortgage Class A
AGM.A
$1.41B
-8