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
OVID icon
4476
Ovid Therapeutics
OVID
$85.5M
$0 ﹤0.01%
71
-63,847
PALI icon
4477
Palisade Bio
PALI
$279M
-6
PET
4478
DELISTED
Wag!
PET
-1,927
PGY icon
4479
Pagaya Technologies
PGY
$1.88B
-51,603
PHIO icon
4480
Phio Pharmaceuticals
PHIO
$8.19M
-5
PHX
4481
DELISTED
PHX Minerals
PHX
-1,976
PJUL icon
4482
Innovator US Equity Power Buffer ETF July
PJUL
$1.21B
-855
PJUN icon
4483
Innovator US Equity Power Buffer ETF June
PJUN
$772M
-1,235
PLCE icon
4484
Children's Place
PLCE
$193M
-2,927
PLG
4485
Platinum Group Metals
PLG
$236M
-2,900
PLYA
4486
DELISTED
Playa Hotels & Resorts
PLYA
-56,029
PPIH icon
4487
Perma-Pipe International
PPIH
$212M
-108
PPH icon
4488
VanEck Pharmaceutical ETF
PPH
$685M
-20
PROK icon
4489
ProKidney
PROK
$323M
$0 ﹤0.01%
1
-119,038
PRPL icon
4490
Purple Innovation
PRPL
$77M
$0 ﹤0.01%
2
-57,275
PRPH icon
4491
ProPhase Labs
PRPH
$10.5M
$0 ﹤0.01%
100
-12,472
PSTP icon
4492
Innovator Power Buffer Step-Up Strategy ETF
PSTP
$128M
$0 ﹤0.01%
3
-125
PSTV icon
4493
Plus Therapeutics
PSTV
$71.9M
$0 ﹤0.01%
102
-937
PZG icon
4494
Paramount Gold Nevada
PZG
$84.6M
-12
QNCX icon
4495
Quince Therapeutics
QNCX
$90.2M
$0 ﹤0.01%
23
RAIL icon
4496
FreightCar America
RAIL
$160M
-11,743
RAPT icon
4497
RAPT Therapeutics
RAPT
$770M
$0 ﹤0.01%
22
-4,350
RDIB
4498
Reading International Class B
RDIB
$263M
-148
RDZN icon
4499
Roadzen
RDZN
$103M
$0 ﹤0.01%
2
-41,466
REKR icon
4500
Rekor Systems
REKR
$258M
-83,555