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 | |
|---|---|---|---|---|---|---|
951
Allegion
ALLE
$15B
| $3.67M | ﹤0.01% |
35,143
+13,642
| +63% | +$1.42M |
|
952
Royalty Pharma
RPRX
$15.7B
| $3.63M | ﹤0.01% |
134,377
+1,682
| +1% | +$45.5K |
|
953
Inspire Medical Systems
INSP
$2.37B
| $3.63M | ﹤0.01% |
18,280
-1,438
| -7% | -$285K |
|
954
Pentair
PNR
$18.2B
| $3.62M | ﹤0.01% |
56,150
+7,969
| +17% | +$513K |
|
955
RenaissanceRe
RNR
$11.6B
| $3.61M | ﹤0.01% |
18,111
+10,752
| +146% | +$2.14M |
|
956
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.02B
| $3.6M | ﹤0.01% |
151,400
-4,500
| -3% | -$107K |
|
957
Vontier
VNT
$6.29B
| $3.58M | ﹤0.01% |
115,642
-10,692
| -8% | -$331K |
|
958
Green Dot
GDOT
$751M
| $3.56M | ﹤0.01% |
255,179
+2,933
| +1% | +$40.9K |
|
959
Academy Sports + Outdoors
ASO
$3.1B
| $3.55M | ﹤0.01% |
+74,953
| New | +$3.55M |
|
960
Turkcell
TKC
$4.86B
| $3.55M | ﹤0.01% |
552,926
+323,468
| +141% | +$2.08M |
|
961
Addus HomeCare
ADUS
$2.03B
| $3.54M | ﹤0.01% |
41,578
+1,177
| +3% | +$100K |
|
962
SharkNinja
SN
$16.1B
| $3.53M | ﹤0.01% |
+76,546
| New | +$3.53M |
|
963
Helix Energy Solutions
HLX
$914M
| $3.53M | ﹤0.01% |
315,363
-149,412
| -32% | -$1.67M |
|
964
Liberty Media Series C
FWONK
$24.9B
| $3.52M | ﹤0.01% |
56,413
+21,640
| +62% | +$1.35M |
|
965
iShares USD Green Bond ETF
BGRN
$419M
| $3.51M | ﹤0.01% |
77,900
| – | – |
|
966
News Corp Class B
NWS
$18.2B
| $3.51M | ﹤0.01% |
168,230
+15,949
| +10% | +$333K |
|
967
WIX.com
WIX
$9.56B
| $3.51M | ﹤0.01% |
38,188
+17,855
| +88% | +$1.64M |
|
968
Armstrong World Industries
AWI
$8.5B
| $3.51M | ﹤0.01% |
+48,171
| New | +$3.51M |
|
969
Allison Transmission
ALSN
$7.39B
| $3.5M | ﹤0.01% |
59,356
-254
| -0.4% | -$15K |
|
970
Healthcare Realty
HR
$6.45B
| $3.5M | ﹤0.01% |
229,231
-17,966
| -7% | -$274K |
|
971
Cirrus Logic
CRUS
$6B
| $3.49M | ﹤0.01% |
47,122
-4,743
| -9% | -$351K |
|
972
CSG Systems International
CSGS
$1.86B
| $3.49M | ﹤0.01% |
68,172
+30,766
| +82% | +$1.57M |
|
973
iShares Gold Trust
IAU
$53.5B
| $3.48M | ﹤0.01% |
99,513
+6,263
| +7% | +$219K |
|
974
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.9B
| $3.48M | ﹤0.01% |
79,442
-57,716
| -42% | -$2.53M |
|
975
iShares US Real Estate ETF
IYR
$3.65B
| $3.47M | ﹤0.01% |
44,453
-160,150
| -78% | -$12.5M |
|