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
NXU
4526
DELISTED
Nxu, Inc. Class A Common Stock
NXU
$0 ﹤0.01%
+390
ACCD
4527
DELISTED
Accolade Inc
ACCD
-107,809
LGTY
4528
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
-39,001
NVRO
4529
DELISTED
NEVRO CORP.
NVRO
-51,151
ITCI
4530
DELISTED
Intra-Cellular Therapies Inc.
ITCI
-49,003
TBNK
4531
DELISTED
Territorial Bancorp Inc.
TBNK
-14,548
VOXX
4532
DELISTED
VOXX International Corporation Class A
VOXX
-6,543
HAPR
4533
DELISTED
Innovator Premium Income 9 Buffer ETF - April
HAPR
-5,859
NAKA
4534
Kindly MD
NAKA
$251M
-144
ADAG
4535
Adagene
ADAG
$84.4M
-122,516
ALLK
4536
DELISTED
Allakos
ALLK
-11
ALLR
4537
Allarity Therapeutics
ALLR
$16.9M
-10,078
ALOT icon
4538
AstroNova
ALOT
$65.6M
-41
ALUR icon
4539
Allurion Technologies
ALUR
$15.9M
-9
ALZN icon
4540
Alzamend Neuro
ALZN
$7.41M
-486
AMLP icon
4541
Alerian MLP ETF
AMLP
$10.5B
-9,744
AMPG icon
4542
AmpliTech
AMPG
$58.5M
-4
AMPY icon
4543
Amplify Energy
AMPY
$188M
-39,461
ANVS icon
4544
Annovis Bio
ANVS
$92.8M
-2
BNBX
4545
BNB Plus Corp
BNBX
$9.6M
-80
ARCO icon
4546
Arcos Dorados Holdings
ARCO
$1.54B
-278
ASRT icon
4547
Assertio
ASRT
$61.2M
-291
ATHA icon
4548
Athira Pharma
ATHA
$29.6M
0
ATRA icon
4549
Atara Biotherapeutics
ATRA
$130M
-1
AXR icon
4550
AMREP Corp
AXR
$100M
-773