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
SGMT icon
4501
Sagimet Biosciences
SGMT
$192M
-141
TGL icon
4502
Treasure Global
TGL
$10.2M
0
TNA icon
4503
Direxion Daily Small Cap Bull 3x Shares
TNA
$1.8B
-33,800
TNON icon
4504
Tenon Medical
TNON
$11.4M
-544
TPIC
4505
DELISTED
TPI Composites
TPIC
$0 ﹤0.01%
2
-46,391
VHC icon
4506
VirnetX Holding Corp
VHC
$73.8M
$0 ﹤0.01%
4
WKHS icon
4507
Workhorse Group
WKHS
$47.9M
0
WW
4508
DELISTED
WW International
WW
-1
X
4509
DELISTED
US Steel
X
-1,582,091
XAIR icon
4510
Beyond Air
XAIR
$5.64M
-1
XBIO icon
4511
Xenetic Biosciences
XBIO
$4.65M
-224
XBIT icon
4512
XBiotech
XBIT
$73.5M
$0 ﹤0.01%
1
-20,107
XBJL icon
4513
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
$127M
-59
GCTS
4514
GCT Semiconductor Holding
GCTS
$69.1M
$0 ﹤0.01%
64
-8,435
BOLD
4515
Boundless Bio
BOLD
$26.9M
$0 ﹤0.01%
2
-17,853
PDYNW icon
4516
Palladyne AI Corp Warrants
PDYNW
$1.2M
$0 ﹤0.01%
500
SKYE icon
4517
Skye Bioscience
SKYE
$25M
-20,006
SLSR
4518
Solaris Resources
SLSR
$1.32B
-1,999,200
ZONE
4519
CleanCore Solutions
ZONE
$1.86M
-86
BTOC
4520
Armlogi Holding Corp
BTOC
$24.2M
$0 ﹤0.01%
2
VRN
4521
DELISTED
Veren
VRN
-971,262
SPMC
4522
Sound Point Meridian Capital
SPMC
-469
LSH
4523
Lakeside Holding Ltd
LSH
$15.4M
-157
PYCR
4524
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
-2,746,607
ATSG
4525
DELISTED
Air Transport Services Group
ATSG
-71,065