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
$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
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 34.73%
2 Financials 12.31%
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
EQNR icon
4526
Equinor
EQNR
$56.5B
-20
EMBJ
4527
Embraer S.A. ADS
EMBJ
$11.2B
-400
ESGR
4528
DELISTED
Enstar Group
ESGR
-354,754
ESSA
4529
DELISTED
ESSA Bancorp
ESSA
-19,268
ETWO
4530
DELISTED
E2open Parent Holdings
ETWO
-336,266
EVRI
4531
DELISTED
Everi Holdings
EVRI
-1,028,999
FARM icon
4532
Farmer Brothers
FARM
$33.5M
-1,786
FARO
4533
DELISTED
Faro Technologies
FARO
-32,294
FL
4534
DELISTED
Foot Locker
FL
-269,787
FJUN icon
4535
FT Vest US Equity Buffer ETF June
FJUN
$1.05B
-2,578
FSEP icon
4536
FT Vest US Equity Buffer ETF September
FSEP
$1.11B
-4,193
GB
4537
DELISTED
Global Blue Group Holding
GB
-1,486
GBDC icon
4538
Golub Capital BDC
GBDC
$3.67B
-64,432
GBIO icon
4539
Generation Bio
GBIO
$35.4M
-1,148
GCTK icon
4540
GlucoTrack
GCTK
$4.69M
-751
GILT icon
4541
Gilat Satellite Networks
GILT
$728M
-247
CBIO
4542
Crescent Biopharma
CBIO
$235M
-286
GMS
4543
DELISTED
GMS Inc
GMS
-74,118
GNS icon
4544
Genius Group
GNS
$61.9M
-15,914
GOGL
4545
DELISTED
Golden Ocean Group
GOGL
-324,850
GSEP icon
4546
FT Vest US Equity Moderate Buffer ETF September
GSEP
$549M
-5,572
GSL icon
4547
Global Ship Lease
GSL
$1.26B
-3,120
GTLS.PRB icon
4548
Chart Industries 6.75% Series B Preferred Stock
GTLS.PRB
$585M
-14,601
HBIO icon
4549
Harvard Bioscience
HBIO
$33M
$0 ﹤0.01%
1
-891
HEDJ icon
4550
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.74B
-129,920