HSBC Holdings Portfolio holdings
HSBC Holdings plc, founded in 1865 as the Hongkong and Shanghai Banking Corporation by Sir Thomas Sutherland to finance trade in East Asia, is a British multinational bank headquartered in London, managing trillions in assets as one of the world’s largest banking and financial services organizations. Operating in over 60 countries with a strong emphasis on Asia—where it generates much of its revenue—HSBC offers retail banking, wealth management, commercial banking, and global markets services to more than 40 million customers, supported by around 214,000 employees as of late 2024. Known for its international network and resilience through crises like the 1997 Asian financial downturn, HSBC has pivoted under Group CEO Noel Quinn (since 2020) to accelerate digital transformation and sustainability goals, targeting net-zero emissions by 2050. Despite challenges like geopolitical tensions and regulatory pressures, HSBC remains a cornerstone of global finance, leveraging its heritage as a trade financier into a modern, Asia-centric banking powerhouse.
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$157M |
| 2 |
Cognizant
CTSH
|
+$144M |
| 3 |
UnitedHealth
UNH
|
+$125M |
| 4 |
Apple
AAPL
|
+$124M |
| 5 |
Jackson Financial
JXN
|
+$124M |
Top Sells
| 1 |
Pinduoduo
PDD
|
+$255M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$207M |
| 3 |
NVIDIA
NVDA
|
+$173M |
| 4 |
Aramark
ARMK
|
+$170M |
| 5 |
Netflix
NFLX
|
+$155M |
Sector Composition
| 1 | Technology | 26.91% |
| 2 | Financials | 13.14% |
| 3 | Healthcare | 12.48% |
| 4 | Consumer Discretionary | 11.66% |
| 5 | Communication Services | 7.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Alliant Energy
LNT
$16.6B
| $13.5M | 0.01% |
279,163
+99,757
| +56% | +$4.82M |
|
652
Fox Class B
FOX
$23.6B
| $13.4M | 0.01% |
462,977
+159,415
| +53% | +$4.62M |
|
653
Boston Properties
BXP
$12.3B
| $13.4M | 0.01% |
224,994
-16,142
| -7% | -$960K |
|
654
Magna International
MGA
$13.2B
| $13.3M | 0.01% |
248,053
+16,198
| +7% | +$870K |
|
655
Advanced Drainage Systems
WMS
$11.1B
| $13.2M | 0.01% |
116,059
+61,900
| +114% | +$7.06M |
|
656
Teck Resources
TECK
$20.5B
| $13.2M | 0.01% |
306,056
+20,283
| +7% | +$874K |
|
|
CNH
657
CNH Industrial
CNH
$13.6B
| $13.2M | 0.01% |
1,079,632
+434,647
| +67% | +$5.3M |
|
|
NEWR
658
DELISTED
New Relic, Inc.
NEWR
| $13.1M | 0.01% |
152,602
+125,137
| +456% | +$10.7M |
|
659
Leidos
LDOS
$23.4B
| $13M | 0.01% |
141,224
-40,474
| -22% | -$3.73M |
|
660
Whirlpool
WHR
$5.03B
| $13M | 0.01% |
97,254
+20,465
| +27% | +$2.74M |
|
661
Etsy
ETSY
$5.73B
| $13M | 0.01% |
200,930
-90,442
| -31% | -$5.85M |
|
662
Tetra Tech
TTEK
$9.52B
| $13M | 0.01% |
+424,025
| New | +$13M |
|
663
Olin
OLN
$2.91B
| $12.9M | 0.01% |
259,923
+151,342
| +139% | +$7.54M |
|
664
Willis Towers Watson
WTW
$32.6B
| $12.9M | 0.01% |
61,679
+15,706
| +34% | +$3.3M |
|
665
Super Micro Computer
SMCI
$27B
| $12.9M | 0.01% |
467,400
+297,050
| +174% | +$8.17M |
|
666
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
| $12.7M | 0.01% |
121,292
-1,913
| -2% | -$200K |
|
667
Itaú Unibanco
ITUB
$76.8B
| $12.6M | 0.01% |
2,486,323
-5,576,478
| -69% | -$28.2M |
|
668
Manhattan Associates
MANH
$12.8B
| $12.6M | 0.01% |
63,696
-5,950
| -9% | -$1.17M |
|
669
Tapestry
TPR
$22.9B
| $12.5M | 0.01% |
434,683
+206,079
| +90% | +$5.91M |
|
670
MINISO
MNSO
$7.53B
| $12.4M | 0.01% |
479,387
-561,379
| -54% | -$14.5M |
|
671
Charles River Laboratories
CRL
$7.49B
| $12.4M | 0.01% |
63,143
+9,102
| +17% | +$1.79M |
|
672
Petrobras Class A
PBR.A
$76.4B
| $12.3M | 0.01% |
899,597
-48,294
| -5% | -$662K |
|
673
Assurant
AIZ
$10.5B
| $12.2M | 0.01% |
84,496
-86,037
| -50% | -$12.4M |
|
674
Leggett & Platt
LEG
$1.28B
| $12.1M | 0.01% |
477,194
+415,641
| +675% | +$10.6M |
|
675
Zillow
Z
$21.1B
| $12.1M | 0.01% |
261,547
+68,357
| +35% | +$3.16M |
|