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
NVEE
4576
DELISTED
NV5 Global
NVEE
-110,399
NYXH
4577
Nyxoah
NYXH
$197M
-3,943
OCGN icon
4578
Ocugen
OCGN
$365M
-60,400
OCTT icon
4579
AllianzIM U.S. Large Cap Buffer10 Oct ETF
OCTT
$58M
-3,665
OCTW icon
4580
AllianzIM U.S. Large Cap Buffer20 Oct ETF
OCTW
$534M
-168
OLO
4581
DELISTED
Olo Inc
OLO
-224,436
OMEX icon
4582
Odyssey Marine Exploration
OMEX
$98.7M
-3
OPOF
4583
DELISTED
Old Point Financial
OPOF
-7,030
SCWO icon
4584
374Water
SCWO
$45.2M
$0 ﹤0.01%
1
SEPW icon
4585
AllianzIM U.S. Large Cap Buffer20 Sep ETF
SEPW
$275M
-1,040
SGU icon
4586
Star Group
SGU
$406M
-1,497
SHYF
4587
DELISTED
The Shyft Group
SHYF
-57,172
SILJ icon
4588
Amplify Junior Silver Miners ETF
SILJ
$2.81B
-21,863
SIXO icon
4589
AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
SIXO
$407M
-272
SKX
4590
DELISTED
Skechers
SKX
-61,369
SLRX icon
4591
Salarius Pharmaceuticals
SLRX
$5.17M
-535
SNTI icon
4592
Senti Biosciences
SNTI
$54.7M
-569
SOHU
4593
Sohu.com
SOHU
$458M
-6,008
SOND
4594
DELISTED
Sonder
SOND
-23
SONM icon
4595
Sonim Technologies
SONM
$5.85M
-6
SPGP icon
4596
Invesco S&P 500 GARP ETF
SPGP
$2.46B
-2,297
SPHY icon
4597
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.1B
-43,010
SPTN
4598
DELISTED
SpartanNash
SPTN
-90,285
SSBK
4599
DELISTED
Southern States Bancshares
SSBK
-20,327
STTK icon
4600
Shattuck Labs
STTK
$127M
-2,114