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 | |
|---|---|---|---|---|---|---|
|
GTM
801
ZoomInfo Technologies
GTM
$3.89B
| $7.09M | 0.01% |
431,416
+241,361
| +127% | +$3.97M |
|
802
Capri Holdings
CPRI
$2.58B
| $6.99M | 0.01% |
132,638
+95,763
| +260% | +$5.05M |
|
803
Cadence Bank
CADE
$6.86B
| $6.87M | 0.01% |
322,269
+104,656
| +48% | +$2.23M |
|
804
Lear
LEA
$5.6B
| $6.84M | 0.01% |
50,897
+10,141
| +25% | +$1.36M |
|
805
Alcon
ALC
$38.3B
| $6.82M | 0.01% |
87,984
-19,734
| -18% | -$1.53M |
|
806
Copa Holdings
CPA
$4.78B
| $6.82M | 0.01% |
76,336
+3,180
| +4% | +$284K |
|
|
AGR
807
DELISTED
Avangrid, Inc.
AGR
| $6.82M | 0.01% |
225,985
+3,172
| +1% | +$95.7K |
|
808
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.1B
| $6.79M | 0.01% |
342,475
-5,178
| -1% | -$103K |
|
809
TransUnion
TRU
$17.4B
| $6.75M | 0.01% |
93,996
+10,008
| +12% | +$719K |
|
810
Enterprise Products Partners
EPD
$68.7B
| $6.74M | 0.01% |
246,262
-65,411
| -21% | -$1.79M |
|
811
Mohawk Industries
MHK
$8.52B
| $6.73M | 0.01% |
78,419
-35,717
| -31% | -$3.06M |
|
|
APCA
812
DELISTED
AP Acquisition Corp
APCA
| $6.71M | 0.01% |
610,522
| – | – |
|
813
Texas Pacific Land
TPL
$21.2B
| $6.69M | 0.01% |
10,971
-6,519
| -37% | -$3.98M |
|
814
Sealed Air
SEE
$4.95B
| $6.63M | 0.01% |
201,547
-65,162
| -24% | -$2.14M |
|
815
HEICO Class A
HEI.A
$35.6B
| $6.52M | 0.01% |
50,440
-88,442
| -64% | -$11.4M |
|
816
Advance Auto Parts
AAP
$3.85B
| $6.45M | 0.01% |
114,221
-4,545
| -4% | -$257K |
|
|
EXE
817
Expand Energy Corporation Common Stock
EXE
$22.8B
| $6.42M | 0.01% |
74,415
+18,332
| +33% | +$1.58M |
|
818
Atlantic Union Bankshares
AUB
$4.98B
| $6.37M | 0.01% |
218,992
-299,745
| -58% | -$8.72M |
|
819
Restaurant Brands International
QSR
$20.9B
| $6.35M | 0.01% |
95,142
+20,433
| +27% | +$1.36M |
|
820
iShares MSCI Brazil ETF
EWZ
$5.63B
| $6.32M | 0.01% |
206,085
-768
| -0.4% | -$23.5K |
|
821
Voya Financial
VOYA
$7.43B
| $6.31M | 0.01% |
95,025
-15,903
| -14% | -$1.06M |
|
822
Alaska Air
ALK
$6.82B
| $6.28M | 0.01% |
169,384
+8,719
| +5% | +$323K |
|
823
SS&C Technologies
SSNC
$21.7B
| $6.25M | 0.01% |
118,749
+37,431
| +46% | +$1.97M |
|
824
Alnylam Pharmaceuticals
ALNY
$60.4B
| $6.23M | 0.01% |
35,185
+4,508
| +15% | +$798K |
|
825
BILL Holdings
BILL
$5.24B
| $6.19M | 0.01% |
56,993
-904
| -2% | -$98.1K |
|