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
BNGO icon
4451
Bionano Genomics
BNGO
$15.2M
-3
BOLT icon
4452
Bolt Biotherapeutics
BOLT
$10.3M
$0 ﹤0.01%
6
-1
BPT
4453
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
$0 ﹤0.01%
23
E icon
4454
ENI
E
$55.9B
-13,818
EALT icon
4455
Innovator US Equity 5 to 15 Buffer ETF Quarterly
EALT
$166M
-204
ECDA icon
4456
ECD Automotive Design
ECDA
$4.74M
-4
ELEV
4457
DELISTED
Elevation Oncology
ELEV
-59,538
ENVB icon
4458
Enveric Biosciences
ENVB
$3.81M
-3
ERIC icon
4459
Ericsson
ERIC
$32.3B
-50,000
EWD icon
4460
iShares MSCI Sweden ETF
EWD
$303M
$0 ﹤0.01%
9
HYPD
4461
Hyperion DeFi Inc
HYPD
$28.6M
-520
FBYD icon
4462
Falcon's Beyond
FBYD
$822M
-21
FCEL icon
4463
FuelCell Energy
FCEL
$390M
$0 ﹤0.01%
2
-22,196
FGEN icon
4464
FibroGen
FGEN
$35.5M
0
FLGC icon
4465
Flora Growth
FLGC
$5.15M
-8
FLIC
4466
DELISTED
First of Long Island Corp
FLIC
-54,534
FLL icon
4467
Full House Resorts
FLL
$96.1M
$0 ﹤0.01%
1
-34,060
FWDI
4468
Forward Industries Inc
FWDI
$565M
-74
HEPA
4469
DELISTED
Hepion Pharmaceuticals
HEPA
$0 ﹤0.01%
+1
IBIO icon
4470
iBio
IBIO
$41.6M
-82
IFN
4471
India Fund
IFN
$551M
-7,539
IGLB icon
4472
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.78B
$0 ﹤0.01%
1
KEQU icon
4473
Kewaunee Scientific
KEQU
$108M
-101
KNDI
4474
Kandi Technologies Group
KNDI
$65.7M
$0 ﹤0.01%
1
KRON
4475
DELISTED
Kronos Bio
KRON
-16,128