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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272B
AUM Growth
+$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,805
New
Increased
Reduced
Closed

Top Buys

1 +$718M
2 +$658M
3 +$616M
4
PLTR icon
Palantir
PLTR
+$605M
5
WMT icon
Walmart Inc
WMT
+$563M

Top Sells

1 +$2.51B
2 +$1.86B
3 +$1.71B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.06B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$947M

Sector Composition

1 Technology 34.72%
2 Financials 12.32%
3 Consumer Discretionary 11.56%
4 Communication Services 8.58%
5 Healthcare 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PRPH
4451
DELISTED
ProPhase Labs
PRPH
-10
PSEP icon
4452
Innovator US Equity Power Buffer ETF September
PSEP
$896M
-4,928
PSNY icon
4453
Gores Guggenheim
PSNY
$1.52B
-2,819
PSTP icon
4454
Innovator Power Buffer Step-Up Strategy ETF
PSTP
$131M
-3
PWOD
4455
DELISTED
Penns Woods Bancorp
PWOD
-23,778
PXLW icon
4456
Pixelworks
PXLW
$42.7M
-34,179
RDFN
4457
DELISTED
Redfin
RDFN
-19,654
RDUS
4458
DELISTED
Radius Recycling
RDUS
-51,405
LNAI
4459
Lunai Bioworks
LNAI
$19.7M
0
RENT
4460
Rent the Runway
RENT
$236M
-2
RDNW
4461
RideNow Group
RDNW
$187M
-828
SAGE
4462
DELISTED
Sage Therapeutics
SAGE
-99,618
SCWO icon
4463
374Water
SCWO
$54.7M
0
SEPW icon
4464
AllianzIM U.S. Equity Buffer20 Sep ETF
SEPW
$277M
-1,040
SGU icon
4465
Star Group
SGU
$419M
-1,497
SHYF
4466
DELISTED
The Shyft Group
SHYF
-57,172
SILJ icon
4467
Amplify Junior Silver Miners ETF
SILJ
$4.91B
-21,863
SIXO icon
4468
AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF
SIXO
$407M
-272
SNTI icon
4469
Senti Biosciences
SNTI
$26.8M
-569
SOHU
4470
Sohu.com
SOHU
$511M
-6,008
SOND
4471
DELISTED
Sonder
SOND
-23
SONM icon
4472
Sonim Technologies
SONM
$9.3M
-6
SPGP icon
4473
Invesco S&P 500 GARP ETF
SPGP
$2.43B
-2,297
SPHY icon
4474
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.5B
-43,010
SPTN
4475
DELISTED
SpartanNash
SPTN
-90,285